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 8-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 | $23,992 | $70,475-66.0% | $100,516-76.1% | $79,858-70.0% |
| Participation rate | 90.9% | 73.7%+17.3pp | 79.4%+11.5pp | 69.6%+21.3pp |
| Annual return | 22.44% | 21.90%+0.5pp | 30.89%-8.5pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,124 | $5,181+114.7% | $6,270+77.4% | $3,740+197.4% |
| Admin fee / account holder | $3,165 | $4,478-29.3% | $8,081-60.8% | $5,306-40.4% |