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 | $26,650 | $112,096-76.2% | $95,952-72.2% | $158,922-83.2% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 19.05% | 171.09%-152.0pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $186 | $3,198-94.2% | $2,541-92.7% | $4,761-96.1% |
| Participant deferral / active EE | $4,867 | $4,784+1.7% | $4,167+16.8% | $5,982-18.6% |
| Admin fee / account holder | $327 | $10,130-96.8% | $6,795-95.2% | $11,246-97.1% |