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 9-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 | $20,653 | $104,974-80.3% | $95,585-78.4% | $142,382-85.5% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 18.35% | 210.33%-192.0pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,899 | $4,352+12.6% | $4,023+21.8% | $6,507-24.7% |
| Admin fee / account holder | $6,846 | $6,386+7.2% | $6,127+11.7% | $12,624-45.8% |