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 | $28,232 | $95,266-70.4% | $82,389-65.7% | $142,382-80.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 20.89% | 25.74%-4.8pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $109 | $2,991-96.4% | $2,517-95.7% | $4,299-97.5% |
| Participant deferral / active EE | $2,523 | $4,809-47.5% | $4,155-39.3% | $6,507-61.2% |
| Admin fee / account holder | $10,908 | $8,563+27.4% | $7,231+50.9% | $12,624-13.6% |