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 | $36,138 | $63,346-43.0% | $92,233-60.8% | $70,131-48.5% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 13.67% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $479 | $2,471-80.6% | $3,679-87.0% | $2,342-79.5% |
| Participant deferral / active EE | $3,981 | $2,854+39.5% | $3,897+2.2% | $3,332+19.5% |
| Admin fee / account holder | $2,231 | $3,840-41.9% | $5,194-57.0% | $4,645-52.0% |