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 3-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 | $30,138 | $77,503-61.1% | $100,391-70.0% | $80,856-62.7% |
| Participation rate | 80.5% | 76.9%+3.5pp | 81.5%-1.0pp | 67.6%+12.8pp |
| Annual return | 64.29% | 37.20%+27.1pp | 49.20%+15.1pp | 35.59%+28.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,056 | $6,820+164.7% | $8,082+123.4% | $4,296+320.3% |
| Admin fee / account holder | $9,192 | $5,897+55.9% | $7,899+16.4% | $6,918+32.9% |