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 | $205,996 | $109,881+87.5% | $150,045+37.3% | $84,808+142.9% |
| Participation rate | 87.3% | 76.1%+11.2pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 17.18% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $692 | $3,561-80.6% | $4,693-85.2% | $2,631-73.7% |
| Participant deferral / active EE | $14,837 | $6,636+123.6% | $7,997+85.5% | $4,212+252.3% |
| Admin fee / account holder | $14,418 | $8,568+68.3% | $13,435+7.3% | $7,344+96.3% |