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 | $29,556 | $176,056-83.2% | $159,436-81.5% | $167,490-82.4% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 15.29% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $15,131 | $7,750+95.2% | $7,352+105.8% | $6,341+138.6% |
| Admin fee / account holder | $12,798 | $12,554+1.9% | $10,799+18.5% | $12,309+4.0% |