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 | $62,316 | $113,935-45.3% | $94,224-33.9% | $125,391-50.3% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | 0.44% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $508 | $4,727-89.3% | $3,587-85.8% | $4,866-89.6% |
| Participant deferral / active EE | $3,661 | $5,179-29.3% | $4,320-15.3% | $5,352-31.6% |
| Admin fee / account holder | $7,830 | $8,391-6.7% | $6,269+24.9% | $9,540-17.9% |