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 | $76,130 | $150,818-49.5% | $153,485-50.4% | - |
| Participation rate | 72.7% | 67.3%+5.4pp | 77.1%-4.4pp | - |
| Annual return | 9.65% | 14.05%-4.4pp | 15.65%-6.0pp | - |
| Employer contribution / active EE | $924 | $2,537-63.6% | $5,039-81.7% | - |
| Participant deferral / active EE | $3,082 | $4,233-27.2% | $6,757-54.4% | - |
| Admin fee / account holder | $7,112 | $25,214-71.8% | $12,724-44.1% | - |