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 | $47,333 | $72,492-34.7% | $87,100-45.7% | $72,985-35.1% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 18.37% | 24.46%-6.1pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $442 | $1,894-76.7% | $2,521-82.5% | $2,440-81.9% |
| Participant deferral / active EE | $2,735 | $3,270-16.4% | $4,049-32.5% | $3,607-24.2% |
| Admin fee / account holder | $34,755 | $5,055+587.6% | $7,497+363.6% | $5,124+578.2% |