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 7-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 | $45,088 | $106,584-57.7% | $101,326-55.5% | $142,382-68.3% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 36.62% | 36.93%-0.3pp | 36.82%-0.2pp | 217.08%-180.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,839 | $8,297+42.7% | $7,994+48.1% | $6,507+81.9% |
| Admin fee / account holder | $4,801 | $11,446-58.1% | $11,185-57.1% | $12,624-62.0% |