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 | $18,868 | $53,516-64.7% | $126,539-85.1% | $84,808-77.8% |
| Participation rate | 77.8% | 58.2%+19.5pp | 69.8%+8.0pp | 68.3%+9.5pp |
| Annual return | 16.16% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,037 | $2,671-61.2% | $4,083-74.6% | $4,212-75.4% |
| Admin fee / account holder | $311 | $4,497-93.1% | $6,065-94.9% | $7,344-95.8% |