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 | $42,295 | $86,944-51.4% | $107,525-60.7% | $74,304-43.1% |
| Participation rate | 90.2% | 59.6%+30.6pp | 75.1%+15.1pp | 60.3%+29.8pp |
| Annual return | 14.59% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $426 | $2,757-84.5% | $3,754-88.6% | $2,241-81.0% |
| Participant deferral / active EE | $2,064 | $3,554-41.9% | $5,116-59.7% | $3,767-45.2% |
| Admin fee / account holder | $696 | $3,727-81.3% | $8,919-92.2% | $2,969-76.6% |