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 | $57,273 | $80,968-29.3% | $96,544-40.7% | $75,163-23.8% |
| Participation rate | 83.7% | 71.8%+12.0pp | 76.0%+7.8pp | 67.2%+16.5pp |
| Annual return | 15.58% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $595 | $2,282-73.9% | $2,965-79.9% | $2,670-77.7% |
| Participant deferral / active EE | $2,596 | $3,928-33.9% | $4,851-46.5% | $4,125-37.1% |
| Admin fee / account holder | $6,938 | $6,724+3.2% | $8,252-15.9% | $5,651+22.8% |