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 4-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 | $7,368 | $104,974-93.0% | $95,585-92.3% | $142,382-94.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 17.93% | 210.33%-192.4pp | 38.56%-20.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,586 | $4,352-63.6% | $4,023-60.6% | $6,507-75.6% |
| Admin fee / account holder | $644 | $6,386-89.9% | $6,127-89.5% | $12,624-94.9% |