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 6-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 | $40,664 | $118,450-65.7% | $98,439-58.7% | $139,434-70.8% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 15.02% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,524 | $5,392-34.7% | $4,738-25.6% | $6,710-47.5% |
| Admin fee / account holder | $3,127 | $14,026-77.7% | $8,948-65.1% | $11,403-72.6% |