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 7-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 | $27,530 | $108,919-74.7% | $100,391-72.6% | $145,922-81.1% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 16.94% | 57.88%-40.9pp | 49.20%-32.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,863 | $8,445-6.9% | $8,082-2.7% | $6,688+17.6% |
| Admin fee / account holder | $7,978 | $9,689-17.7% | $7,899+1.0% | $13,397-40.4% |