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 | $46,538 | $152,587-69.5% | $125,175-62.8% | $152,861-69.6% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 25.39% | 54.84%-29.4pp | 43.79%-18.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $714 | $4,946-85.6% | $3,865-81.5% | $4,762-85.0% |
| Participant deferral / active EE | $2,245 | $5,868-61.7% | $4,937-54.5% | $5,850-61.6% |
| Admin fee / account holder | $358 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |