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 | $67,331 | $89,355-24.6% | $141,162-52.3% | $72,985-7.7% |
| Participation rate | 71.9% | 75.1%-3.2pp | 82.5%-10.6pp | 69.5%+2.4pp |
| Annual return | 25.90% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,663 | $5,418+41.4% | $6,709+14.2% | $3,607+112.4% |
| Admin fee / account holder | $2,674 | $5,958-55.1% | $10,261-73.9% | $5,124-47.8% |