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 | $29,593 | $80,968-63.5% | $96,544-69.3% | $75,163-60.6% |
| Participation rate | 70.3% | 71.8%-1.5pp | 76.0%-5.6pp | 67.2%+3.1pp |
| Annual return | 18.55% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $278 | $2,282-87.8% | $2,965-90.6% | $2,670-89.6% |
| Participant deferral / active EE | $2,790 | $3,928-29.0% | $4,851-42.5% | $4,125-32.4% |
| Admin fee / account holder | $745 | $6,724-88.9% | $8,252-91.0% | $5,651-86.8% |