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 | $43,947 | $106,890-58.9% | $84,015-47.7% | $152,861-71.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 17.82% | 104.99%-87.2pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $232 | $2,734-91.5% | $1,983-88.3% | $4,762-95.1% |
| Participant deferral / active EE | $1,031 | $4,011-74.3% | $3,239-68.2% | $5,850-82.4% |
| Admin fee / account holder | $690 | $8,285-91.7% | $6,101-88.7% | $11,596-94.0% |