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 | $139,055 | $84,695+64.2% | $73,843+88.3% | $125,391+10.9% |
| Participation rate | 76.9% | 76.8%+0.2pp | 73.4%+3.5pp | 83.2%-6.3pp |
| Annual return | -2.43% | 3123.53%-3126.0pp | 2267.84%-2270.3pp | 282.22%-284.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,073 | $3,992-23.0% | $3,583-14.2% | $5,352-42.6% |
| Admin fee / account holder | $3,364 | $5,691-40.9% | $4,880-31.1% | $9,540-64.7% |