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 10-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 | $37,085 | $78,926-53.0% | $136,749-72.9% | $84,808-56.3% |
| Participation rate | 76.1% | 62.2%+13.9pp | 72.1%+3.9pp | 68.3%+7.8pp |
| Annual return | 19.16% | 18.17%+1.0pp | 24.33%-5.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $394 | $2,134-81.5% | $3,400-88.4% | $2,631-85.0% |
| Participant deferral / active EE | $2,086 | $3,168-34.2% | $4,692-55.5% | $4,212-50.5% |
| Admin fee / account holder | $3,071 | $6,369-51.8% | $11,386-73.0% | $7,344-58.2% |