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 5-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 | $71,517 | $100,923-29.1% | $150,045-52.3% | $74,304-3.8% |
| Participation rate | 72.3% | 70.1%+2.3pp | 82.3%-10.0pp | 60.3%+12.0pp |
| Annual return | 36.62% | 51.77%-15.1pp | 62.55%-25.9pp | 29.43%+7.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,875 | $6,709+77.0% | $7,997+48.5% | $3,767+215.2% |
| Admin fee / account holder | $3,424 | $2,767+23.7% | $13,435-74.5% | $2,969+15.3% |