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 | $8,680 | $80,717-89.2% | $154,803-94.4% | $84,808-89.8% |
| Participation rate | 76.6% | 66.8%+9.8pp | 78.1%-1.5pp | 68.3%+8.3pp |
| Annual return | 15.89% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $274 | $2,761-90.1% | $4,305-93.6% | $2,631-89.6% |
| Participant deferral / active EE | $902 | $3,303-72.7% | $5,540-83.7% | $4,212-78.6% |
| Admin fee / account holder | $1,023 | $6,746-84.8% | $14,329-92.9% | $7,344-86.1% |