See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,038 | $154,117-33.1% | $129,995-20.7% | $139,434-26.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 12.54% | 32.48%-19.9pp | -137.18%+149.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $830 | $5,289-84.3% | $4,320-80.8% | $4,751-82.5% |
| Participant deferral / active EE | $2,991 | $6,710-55.4% | $5,820-48.6% | $6,710-55.4% |
| Admin fee / account holder | $1,137 | $14,007-91.9% | $10,614-89.3% | $11,403-90.0% |