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 | $174,661 | $99,079+76.3% | $77,999+123.9% | $273,961-36.2% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 8.01% | 217.93%-209.9pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,604 | $4,306+53.3% | $3,497+88.8% | $5,287+24.9% |
| Admin fee / account holder | $576 | $8,954-93.6% | $5,480-89.5% | $10,132-94.3% |