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 | $214,789 | $203,209+5.7% | $159,436+34.7% | - |
| Participation rate | 90.9% | 77.0%+13.9pp | 82.8%+8.1pp | - |
| Annual return | 17.37% | 10.23%+7.1pp | 263.57%-246.2pp | - |
| Employer contribution / active EE | $2,290 | $2,919-21.6% | $4,829-52.6% | - |
| Participant deferral / active EE | $6,807 | $5,954+14.3% | $7,352-7.4% | - |
| Admin fee / account holder | $3,012 | $10,627-71.7% | $10,799-72.1% | - |