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 | $188,566 | $203,209-7.2% | $159,436+18.3% | - |
| Participation rate | 97.0% | 77.0%+19.9pp | 82.8%+14.1pp | - |
| Annual return | 17.86% | 10.23%+7.6pp | 263.57%-245.7pp | - |
| Employer contribution / active EE | $2,420 | $2,919-17.1% | $4,829-49.9% | - |
| Participant deferral / active EE | $13,859 | $5,954+132.8% | $7,352+88.5% | - |
| Admin fee / account holder | $26,818 | $10,627+152.4% | $10,799+148.3% | - |