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 | $32,645 | $84,696-61.5% | $75,696-56.9% | $167,490-80.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 16.01% | 199.36%-183.3pp | 104.53%-88.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,018 | $4,580-12.3% | $3,821+5.1% | $6,341-36.6% |
| Admin fee / account holder | $561 | $5,355-89.5% | $3,619-84.5% | $12,309-95.4% |