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 | $33,981 | $295,684-88.5% | $154,803-78.0% | - |
| Participation rate | 92.9% | 53.1%+39.9pp | 78.1%+14.9pp | - |
| Annual return | 12.32% | 11.49%+0.8pp | 58.88%-46.6pp | - |
| Employer contribution / active EE | $315 | $1,145-72.5% | $4,305-92.7% | - |
| Participant deferral / active EE | $1,536 | $2,052-25.1% | $5,540-72.3% | - |
| Admin fee / account holder | $7,212 | $60,072-88.0% | $14,329-49.7% | - |