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 | $34,047 | $80,673-57.8% | $101,326-66.4% | $84,808-59.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 81.5%+9.4pp | 68.3%+22.6pp |
| Annual return | 65.30% | 38.95%+26.3pp | 36.82%+28.5pp | 40.90%+24.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,141 | $6,840+92.1% | $7,994+64.4% | $4,212+212.0% |
| Admin fee / account holder | $2,574 | $12,784-79.9% | $11,185-77.0% | $7,344-64.9% |