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 | $46,346 | $85,766-46.0% | $136,294-66.0% | $70,131-33.9% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 15.36% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $432 | $2,966-85.4% | $4,695-90.8% | $2,342-81.5% |
| Participant deferral / active EE | $5,746 | $5,051+13.7% | $6,247-8.0% | $3,332+72.5% |
| Admin fee / account holder | $13,410 | $5,420+147.4% | $9,243+45.1% | $4,645+188.7% |