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 | $58,947 | $72,492-18.7% | $87,100-32.3% | $72,985-19.2% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.3pp | 69.5%+5.1pp |
| Annual return | 24.01% | 24.46%-0.4pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $445 | $1,894-76.5% | $2,521-82.3% | $2,440-81.7% |
| Participant deferral / active EE | $2,644 | $3,270-19.1% | $4,049-34.7% | $3,607-26.7% |
| Admin fee / account holder | $711 | $5,055-85.9% | $7,497-90.5% | $5,124-86.1% |