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 | $47,896 | $54,705-12.4% | $71,209-32.7% | $84,808-43.5% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,303 | $3,030+207.0% | $4,175+122.8% | $4,212+120.9% |
| Admin fee / account holder | $3,593 | $4,863-26.1% | $5,349-32.8% | $7,344-51.1% |