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 | $74,779 | $162,781-54.1% | $133,956-44.2% | $158,922-52.9% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 19.00% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,374 | $5,911+109.3% | $5,048+145.2% | $5,982+106.9% |
| Admin fee / account holder | $24,951 | $11,736+112.6% | $8,927+179.5% | $11,246+121.9% |