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 | $8,106 | $64,839-87.5% | $95,585-91.5% | $84,808-90.4% |
| Participation rate | 94.7% | 63.8%+30.9pp | 72.1%+22.7pp | 68.3%+26.4pp |
| Annual return | 28.05% | -670.96%+699.0pp | 38.56%-10.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,556 | $2,965+20.0% | $4,023-11.6% | $4,212-15.6% |
| Admin fee / account holder | $689 | $5,964-88.4% | $6,127-88.7% | $7,344-90.6% |