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 9-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 | $74,361 | $83,477-10.9% | $125,175-40.6% | $72,985+1.9% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 18.64% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $372 | $2,345-84.1% | $3,865-90.4% | $2,440-84.7% |
| Participant deferral / active EE | $1,893 | $3,585-47.2% | $4,937-61.7% | $3,607-47.5% |
| Admin fee / account holder | $12,485 | $5,517+126.3% | $9,702+28.7% | $5,124+143.6% |