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 | $68,340 | $82,882-17.5% | $127,761-46.5% | $72,985-6.4% |
| Participation rate | 89.7% | 71.5%+18.1pp | 79.0%+10.7pp | 69.5%+20.2pp |
| Annual return | 18.75% | 32.20%-13.5pp | 26.14%-7.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $746 | $3,346-77.7% | $4,574-83.7% | $2,440-69.4% |
| Participant deferral / active EE | $8,527 | $4,791+78.0% | $6,021+41.6% | $3,607+136.4% |
| Admin fee / account holder | $2,224 | $6,487-65.7% | $9,395-76.3% | $5,124-56.6% |