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 | $9,536 | $58,208-83.6% | $81,812-88.3% | $80,856-88.2% |
| Participation rate | 80.6% | 63.4%+17.2pp | 72.3%+8.3pp | 67.6%+13.0pp |
| Annual return | 14.92% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $161 | $2,340-93.1% | $2,912-94.5% | $2,755-94.2% |
| Participant deferral / active EE | $1,198 | $3,281-63.5% | $4,319-72.3% | $4,296-72.1% |
| Admin fee / account holder | $1,109 | $4,981-77.7% | $7,386-85.0% | $6,918-84.0% |