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 | $34,444 | $126,574-72.8% | $106,213-67.6% | $145,922-76.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.95% | 224.79%-213.8pp | 116.14%-105.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $580 | $3,730-84.4% | $3,171-81.7% | $4,660-87.5% |
| Participant deferral / active EE | $1,647 | $5,724-71.2% | $5,016-67.2% | $6,688-75.4% |
| Admin fee / account holder | $3,575 | $17,304-79.3% | $11,033-67.6% | $13,397-73.3% |