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 | $37,500 | $109,881-65.9% | $150,045-75.0% | $84,808-55.8% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 36.32% | 28.25%+8.1pp | 62.55%-26.2pp | 40.90%-4.6pp |
| Employer contribution / active EE | $15 | $3,561-99.6% | $4,693-99.7% | $2,631-99.4% |
| Participant deferral / active EE | $17,224 | $6,636+159.6% | $7,997+115.4% | $4,212+309.0% |
| Admin fee / account holder | $14,388 | $8,568+67.9% | $13,435+7.1% | $7,344+95.9% |