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 | $50,157 | $72,492-30.8% | $87,100-42.4% | $72,985-31.3% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 22.72% | 24.46%-1.7pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $309 | $1,894-83.7% | $2,521-87.8% | $2,440-87.3% |
| Participant deferral / active EE | $2,275 | $3,270-30.4% | $4,049-43.8% | $3,607-36.9% |
| Admin fee / account holder | $2,132 | $5,055-57.8% | $7,497-71.6% | $5,124-58.4% |