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 | $26,398 | $27,915-5.4% | $58,482-54.9% | $75,163-64.9% |
| Participation rate | 85.7% | 38.8%+46.9pp | 50.9%+34.9pp | 67.2%+18.5pp |
| Annual return | 60.68% | 44.20%+16.5pp | 4239.32%-4178.6pp | 160.62%-99.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,010 | $1,201+983.0% | $1,924+576.2% | $4,125+215.4% |
| Admin fee / account holder | $4,888 | $1,726+183.3% | $2,516+94.3% | $5,651-13.5% |