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 | $79,039 | $110,257-28.3% | $96,544-18.1% | $139,434-43.3% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 11.33% | 26.32%-15.0pp | 25.84%-14.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $336 | $3,620-90.7% | $2,965-88.7% | $4,751-92.9% |
| Participant deferral / active EE | $3,193 | $5,548-42.4% | $4,851-34.2% | $6,710-52.4% |
| Admin fee / account holder | $2,043 | $11,591-82.4% | $8,252-75.2% | $11,403-82.1% |