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 | $66,700 | $58,851+13.3% | $115,157-42.1% | $72,985-8.6% |
| Participation rate | 72.1% | 65.5%+6.5pp | 75.9%-3.8pp | 69.5%+2.6pp |
| Annual return | 19.52% | 23.16%-3.6pp | 35.60%-16.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,849 | $2,643+7.8% | $4,168-31.7% | $3,607-21.0% |
| Admin fee / account holder | $4,866 | $6,370-23.6% | $7,088-31.3% | $5,124-5.0% |