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 | $73,526 | $162,781-54.8% | $133,956-45.1% | $158,922-53.7% |
| Participation rate | 77.3% | 83.2%-5.9pp | 79.8%-2.6pp | 82.0%-4.7pp |
| Annual return | 8.89% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $810 | $4,975-83.7% | $3,919-79.3% | $4,761-83.0% |
| Participant deferral / active EE | $4,322 | $5,911-26.9% | $5,048-14.4% | $5,982-27.7% |
| Admin fee / account holder | $5,456 | $11,736-53.5% | $8,927-38.9% | $11,246-51.5% |