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 8-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 | $64,888 | $90,348-28.2% | $75,972-14.6% | $145,922-55.5% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-6.9pp |
| Annual return | 12.92% | 620.88%-608.0pp | 359.55%-346.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $469 | $3,311-85.8% | $2,685-82.5% | $4,660-89.9% |
| Participant deferral / active EE | $4,850 | $5,162-6.0% | $4,255+14.0% | $6,688-27.5% |
| Admin fee / account holder | $15,429 | $8,467+82.2% | $6,467+138.6% | $13,397+15.2% |