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 9-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 | $53,876 | $77,899-30.8% | $149,673-64.0% | $75,163-28.3% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 15.56% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $207 | $3,137-93.4% | $4,818-95.7% | $2,670-92.2% |
| Participant deferral / active EE | $7,594 | $3,411+122.6% | $5,680+33.7% | $4,125+84.1% |
| Admin fee / account holder | $18,839 | $5,956+216.3% | $13,210+42.6% | $5,651+233.4% |