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 | $55,558 | $101,955-45.5% | $112,887-50.8% | $71,457-22.3% |
| Participation rate | 84.2% | 82.1%+2.1pp | 80.5%+3.7pp | 67.9%+16.2pp |
| Annual return | 37.04% | 28.92%+8.1pp | 34.10%+2.9pp | 28.85%+8.2pp |
| Employer contribution / active EE | $511 | $4,743-89.2% | $4,563-88.8% | $2,588-80.2% |
| Participant deferral / active EE | $6,220 | $6,771-8.1% | $6,513-4.5% | $4,289+45.0% |
| Admin fee / account holder | $3,204 | $1,395+129.7% | $7,047-54.5% | $1,587+101.8% |