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 | $35,838 | $214,378-83.3% | $200,582-82.1% | $142,382-74.8% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 18.28% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $964 | $6,841-85.9% | $6,419-85.0% | $4,299-77.6% |
| Participant deferral / active EE | $3,282 | $9,865-66.7% | $9,331-64.8% | $6,507-49.6% |
| Admin fee / account holder | $2,899 | $17,692-83.6% | $16,305-82.2% | $12,624-77.0% |