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 | $31,540 | $76,367-58.7% | $93,606-66.3% | $72,985-56.8% |
| Participation rate | 76.6% | 71.7%+4.8pp | 75.8%+0.8pp | 69.5%+7.1pp |
| Annual return | 66.97% | 25.82%+41.2pp | 32.76%+34.2pp | 81.00%-14.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,374 | $3,538-32.9% | $4,069-41.6% | $3,607-34.2% |
| Admin fee / account holder | $1,387 | $6,838-79.7% | $7,888-82.4% | $5,124-72.9% |