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 | $120,599 | $153,772-21.6% | $133,980-10.0% | $273,961-56.0% |
| Participation rate | 78.3% | 88.4%-10.1pp | 87.1%-8.8pp | 83.0%-4.8pp |
| Annual return | 8.09% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,247 | $6,029-79.3% | $5,211-76.1% | $4,869-74.4% |
| Participant deferral / active EE | $3,332 | $6,958-52.1% | $6,282-47.0% | $5,287-37.0% |
| Admin fee / account holder | $3,429 | $11,765-70.9% | $9,324-63.2% | $10,132-66.2% |