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 | $138,703 | $78,422+76.9% | $95,952+44.6% | $79,858+73.7% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 15.73% | 19.37%-3.6pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,804 | $3,440+68.7% | $4,167+39.3% | $3,740+55.2% |
| Admin fee / account holder | $25,614 | $5,622+355.6% | $6,795+276.9% | $5,306+382.7% |