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 | $79,779 | $101,283-21.2% | $75,826+5.2% | $135,375-41.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 68.2%+11.8pp | 82.6%-2.6pp |
| Annual return | -7.87% | 3384.62%-3392.5pp | 1914.15%-1922.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,891 | $3,469+12.2% | $2,862+35.9% | $5,609-30.6% |
| Admin fee / account holder | $7,596 | $6,539+16.2% | $4,726+60.7% | $10,827-29.8% |