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 | $63,148 | $138,347-54.4% | $184,203-65.7% | $80,856-21.9% |
| Participation rate | 73.8% | 83.9%-10.1pp | 86.8%-13.0pp | 67.6%+6.2pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $512 | $4,850-89.4% | $6,427-92.0% | $2,755-81.4% |
| Participant deferral / active EE | $3,421 | $7,071-51.6% | $9,131-62.5% | $4,296-20.4% |
| Admin fee / account holder | $13,690 | $10,483+30.6% | $13,901-1.5% | $6,918+97.9% |