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 | $62,239 | $83,477-25.4% | $125,175-50.3% | $72,985-14.7% |
| Participation rate | 75.4% | 73.3%+2.1pp | 79.8%-4.4pp | 69.5%+5.9pp |
| Annual return | 16.89% | 25.78%-8.9pp | 43.79%-26.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $478 | $2,345-79.6% | $3,865-87.6% | $2,440-80.4% |
| Participant deferral / active EE | $2,494 | $3,585-30.4% | $4,937-49.5% | $3,607-30.9% |
| Admin fee / account holder | $11,077 | $5,517+100.8% | $9,702+14.2% | $5,124+116.2% |