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 5-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 | $97,048 | $100,773-3.7% | $88,946+9.1% | $142,382-31.8% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 20.16% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $18,390 | $5,230+251.6% | $4,581+301.4% | $6,507+182.6% |
| Admin fee / account holder | $5,765 | $9,693-40.5% | $8,261-30.2% | $12,624-54.3% |