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 | $229,526 | $138,347+65.9% | $184,203+24.6% | $80,856+183.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.2pp | 67.6%+10.9pp |
| Annual return | 15.00% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $42 | $4,850-99.1% | $6,427-99.3% | $2,755-98.5% |
| Participant deferral / active EE | $14,474 | $7,071+104.7% | $9,131+58.5% | $4,296+236.9% |
| Admin fee / account holder | $1,973 | $10,483-81.2% | $13,901-85.8% | $6,918-71.5% |