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 6-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 | $70,357 | $177,572-60.4% | $154,803-54.6% | $142,382-50.6% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 18.89% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $743 | $4,810-84.6% | $4,305-82.7% | $4,299-82.7% |
| Participant deferral / active EE | $4,200 | $6,272-33.0% | $5,540-24.2% | $6,507-35.5% |
| Admin fee / account holder | $5,984 | $16,786-64.4% | $14,329-58.2% | $12,624-52.6% |