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 | $39,724 | $118,450-66.5% | $98,439-59.6% | $139,434-71.5% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 17.00% | 18.94%-1.9pp | 21.16%-4.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $223 | $3,609-93.8% | $3,048-92.7% | $4,751-95.3% |
| Participant deferral / active EE | $3,506 | $5,392-35.0% | $4,738-26.0% | $6,710-47.7% |
| Admin fee / account holder | $526 | $14,026-96.3% | $8,948-94.1% | $11,403-95.4% |