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 6-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 | $10,227 | $96,635-89.4% | $86,612-88.2% | $139,434-92.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.43% | 106.41%-95.0pp | 591.07%-579.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $49 | $3,263-98.5% | $3,022-98.4% | $4,751-99.0% |
| Participant deferral / active EE | $1,481 | $4,836-69.4% | $4,438-66.6% | $6,710-77.9% |
| Admin fee / account holder | $914 | $6,408-85.7% | $5,614-83.7% | $11,403-92.0% |