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 9-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 | $62,805 | $95,803-34.4% | $113,168-44.5% | $84,808-25.9% |
| Participation rate | 79.2% | 72.9%+6.3pp | 76.6%+2.6pp | 68.3%+10.9pp |
| Annual return | 13.69% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $495 | $2,360-79.0% | $2,975-83.4% | $2,631-81.2% |
| Participant deferral / active EE | $2,376 | $4,242-44.0% | $5,107-53.5% | $4,212-43.6% |
| Admin fee / account holder | $904 | $8,989-89.9% | $12,068-92.5% | $7,344-87.7% |