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 9-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 | $50,995 | $159,602-68.0% | $150,045-66.0% | $142,382-64.2% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 22.08% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,806 | $8,310+18.0% | $7,997+22.6% | $6,507+50.7% |
| Admin fee / account holder | $4,755 | $14,846-68.0% | $13,435-64.6% | $12,624-62.3% |