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 | $59,378 | $60,022-1.1% | $88,946-33.2% | $84,808-30.0% |
| Participation rate | 87.5% | 57.8%+29.7pp | 68.8%+18.7pp | 68.3%+19.2pp |
| Annual return | 15.30% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,697 | $3,114+18.7% | $4,581-19.3% | $4,212-12.2% |
| Admin fee / account holder | $1,458 | $4,811-69.7% | $8,261-82.4% | $7,344-80.2% |