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 | $59,717 | $110,257-45.8% | $96,544-38.1% | $139,434-57.2% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 11.00% | 26.32%-15.3pp | 25.84%-14.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $680 | $3,620-81.2% | $2,965-77.1% | $4,751-85.7% |
| Participant deferral / active EE | $4,658 | $5,548-16.0% | $4,851-4.0% | $6,710-30.6% |
| Admin fee / account holder | $48,369 | $11,591+317.3% | $8,252+486.1% | $11,403+324.2% |