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 | $30,576 | $53,822-43.2% | $75,696-59.6% | $85,850-64.4% |
| Participation rate | 97.2% | 69.1%+28.2pp | 74.8%+22.4pp | 69.3%+27.9pp |
| Annual return | 31.26% | 24.54%+6.7pp | 104.53%-73.3pp | 318.53%-287.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,538 | $2,895+22.2% | $3,821-7.4% | $3,952-10.5% |
| Admin fee / account holder | $9,852 | $3,343+194.7% | $3,619+172.2% | $6,260+57.4% |