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 | $142,561 | $84,808+68.1% | - | $84,808+68.1% |
| Participation rate | 83.3% | 68.3%+15.0pp | - | 68.3%+15.0pp |
| Annual return | 15.21% | 40.90%-25.7pp | - | 40.90%-25.7pp |
| Employer contribution / active EE | $356 | $2,631-86.5% | - | $2,631-86.5% |
| Participant deferral / active EE | $2,335 | $4,212-44.6% | - | $4,212-44.6% |
| Admin fee / account holder | $8,918 | $7,344+21.4% | - | $7,344+21.4% |