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 | $56,701 | $185,822-69.5% | $169,993-66.6% | $139,434-59.3% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 21.61% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,040 | $7,590-86.3% | $6,785-84.7% | $4,751-78.1% |
| Participant deferral / active EE | $3,367 | $11,622-71.0% | $10,408-67.7% | $6,710-49.8% |
| Admin fee / account holder | $5,020 | $15,381-67.4% | $12,815-60.8% | $11,403-56.0% |