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 | $223,616 | $159,602+40.1% | $150,045+49.0% | $142,382+57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.64% | 70.24%-63.6pp | 62.55%-55.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $10,289 | $4,961+107.4% | $4,693+119.2% | $4,299+139.3% |
| Participant deferral / active EE | $13,000 | $8,310+56.4% | $7,997+62.6% | $6,507+99.8% |
| Admin fee / account holder | $352,339 | $14,846+2273.2% | $13,435+2522.6% | $12,624+2691.1% |