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 | $75,897 | $94,625-19.8% | $116,228-34.7% | $84,808-10.5% |
| Participation rate | 79.7% | 70.4%+9.2pp | 74.6%+5.1pp | 68.3%+11.4pp |
| Annual return | 13.45% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $391 | $2,347-83.3% | $2,994-86.9% | $2,631-85.1% |
| Participant deferral / active EE | $4,382 | $3,972+10.3% | $4,953-11.5% | $4,212+4.0% |
| Admin fee / account holder | $3,533 | $10,091-65.0% | $11,989-70.5% | $7,344-51.9% |