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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,190 | $106,584+109.4% | $101,326+120.3% | $142,382+56.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.51% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,825 | $3,956+72.5% | $3,665+86.2% | $4,299+58.7% |
| Participant deferral / active EE | $6,825 | $8,297-17.7% | $7,994-14.6% | $6,507+4.9% |
| Admin fee / account holder | $124,942 | $11,446+991.6% | $11,185+1017.0% | $12,624+889.7% |