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 | $121,505 | $110,887+9.6% | - | $145,922-16.7% |
| Participation rate | 90.0% | 68.1%+21.9pp | - | 80.3%+9.7pp |
| Annual return | 11.41% | 17.59%-6.2pp | - | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $6,107 | $5,582+9.4% | - | $6,688-8.7% |
| Admin fee / account holder | $2,046 | $6,317-67.6% | - | $13,397-84.7% |