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 | $37,270 | $98,750-62.3% | $149,696-75.1% | $79,858-53.3% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $553 | $3,216-82.8% | $4,644-88.1% | $2,471-77.6% |
| Participant deferral / active EE | $12,733 | $5,680+124.2% | $6,842+86.1% | $3,740+240.5% |
| Admin fee / account holder | $8,512 | $6,053+40.6% | $9,309-8.6% | $5,306+60.4% |