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 3-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 | $112,484 | $74,888+50.2% | $71,209+58.0% | $142,382-21.0% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.1%-1.0pp |
| Annual return | 15.21% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,012 | $4,454+12.5% | $4,175+20.0% | $6,507-23.0% |
| Admin fee / account holder | $21,738 | $5,568+290.4% | $5,349+306.4% | $12,624+72.2% |