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 | $79,062 | $148,978-46.9% | $200,582-60.6% | $84,808-6.8% |
| Participation rate | 76.0% | 84.2%-8.2pp | 86.9%-10.9pp | 68.3%+7.7pp |
| Annual return | 19.20% | 28.16%-9.0pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,334 | $4,815-72.3% | $6,419-79.2% | $2,631-49.3% |
| Participant deferral / active EE | $5,344 | $7,142-25.2% | $9,331-42.7% | $4,212+26.9% |
| Admin fee / account holder | $19,721 | $13,977+41.1% | $16,305+21.0% | $7,344+168.5% |