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 3-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 | $64,679 | $163,101-60.3% | $136,749-52.7% | $142,382-54.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 18.07% | 27.54%-9.5pp | 24.33%-6.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $202 | $4,117-95.1% | $3,400-94.1% | $4,299-95.3% |
| Participant deferral / active EE | $8,524 | $5,585+52.6% | $4,692+81.7% | $6,507+31.0% |
| Admin fee / account holder | $389 | $14,318-97.3% | $11,386-96.6% | $12,624-96.9% |