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 | $59,241 | $176,947-66.5% | $101,326-41.5% | - |
| Participation rate | 92.9% | 61.8%+31.1pp | 81.5%+11.4pp | - |
| Annual return | 25.96% | 15.13%+10.8pp | 36.82%-10.9pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,665-100.0% | - |
| Participant deferral / active EE | $6,705 | $4,114+63.0% | $7,994-16.1% | - |
| Admin fee / account holder | $23,765 | $22,209+7.0% | $11,185+112.5% | - |