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 | $32,921 | $99,640-67.0% | $86,436-61.9% | $134,475-75.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -7.85% | 6782.58%-6790.4pp | 4394.89%-4402.7pp | 417.96%-425.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,439 | $7,246-11.1% | $6,952-7.4% | $6,400+0.6% |
| Admin fee / account holder | $17,688 | $8,371+111.3% | $6,731+162.8% | $11,426+54.8% |