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 | $58,400 | $73,933-21.0% | $96,683-39.6% | $75,163-22.3% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 34.15% | 26.70%+7.4pp | 35.69%-1.5pp | 160.62%-126.5pp |
| Employer contribution / active EE | $164 | $2,928-94.4% | $3,737-95.6% | $2,670-93.8% |
| Participant deferral / active EE | $2,723 | $3,659-25.6% | $4,878-44.2% | $4,125-34.0% |
| Admin fee / account holder | $545 | $5,216-89.5% | $6,730-91.9% | $5,651-90.3% |