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 | $60,860 | $100,041-39.2% | $149,718-59.4% | $70,131-13.2% |
| Participation rate | 73.3% | 83.6%-10.3pp | 87.1%-13.8pp | 69.5%+3.7pp |
| Annual return | 13.69% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $929 | $3,662-74.6% | $5,445-82.9% | $2,342-60.3% |
| Participant deferral / active EE | $3,323 | $4,983-33.3% | $6,569-49.4% | $3,332-0.2% |
| Admin fee / account holder | $961 | $8,286-88.4% | $11,283-91.5% | $4,645-79.3% |