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 | $73,942 | $102,616-27.9% | $81,983-9.8% | $158,922-53.5% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 9.25% | 61.04%-51.8pp | 41.31%-32.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,087 | $4,648-55.1% | $3,722-43.9% | $5,982-65.1% |
| Admin fee / account holder | $19,491 | $8,235+136.7% | $5,664+244.1% | $11,246+73.3% |