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 | $34,506 | $53,127-35.1% | $86,590-60.2% | $70,131-50.8% |
| Participation rate | 85.0% | 65.3%+19.7pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 14.97% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,652 | $2,696+72.6% | $3,609+28.9% | $3,332+39.6% |
| Admin fee / account holder | $8,799 | $3,585+145.4% | $4,906+79.4% | $4,645+89.4% |