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 | $19,987 | $84,233-76.3% | $170,442-88.3% | $70,131-71.5% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 15.02% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $343 | $3,387-89.9% | $5,433-93.7% | $2,342-85.4% |
| Participant deferral / active EE | $2,029 | $3,086-34.3% | $4,939-58.9% | $3,332-39.1% |
| Admin fee / account holder | $7,249 | $5,698+27.2% | $13,880-47.8% | $4,645+56.1% |