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 | $68,058 | $177,572-61.7% | $154,803-56.0% | $142,382-52.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 12.47% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $368 | $4,810-92.4% | $4,305-91.5% | $4,299-91.4% |
| Participant deferral / active EE | $2,829 | $6,272-54.9% | $5,540-48.9% | $6,507-56.5% |
| Admin fee / account holder | $6,810 | $16,786-59.4% | $14,329-52.5% | $12,624-46.1% |