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 7-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 | $11,079 | $109,817-89.9% | $98,442-88.7% | $167,490-93.4% |
| Participation rate | 89.5% | 75.8%+13.6pp | 73.3%+16.1pp | 82.1%+7.4pp |
| Annual return | 140.92% | 1956.69%-1815.8pp | 1492.73%-1351.8pp | 478.56%-337.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,780 | $4,673-40.5% | $4,276-35.0% | $6,341-56.2% |
| Admin fee / account holder | $3,492 | $6,753-48.3% | $5,949-41.3% | $12,309-71.6% |