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 | $14,599 | $80,717-81.9% | $154,803-90.6% | $84,808-82.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.61% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $261 | $2,761-90.5% | $4,305-93.9% | $2,631-90.1% |
| Participant deferral / active EE | $1,380 | $3,303-58.2% | $5,540-75.1% | $4,212-67.2% |
| Admin fee / account holder | $1,009 | $6,746-85.0% | $14,329-93.0% | $7,344-86.3% |