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 | $238,135 | $177,572+34.1% | $154,803+53.8% | $142,382+67.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.42% | 65.07%-58.7pp | 58.88%-52.5pp | 217.08%-210.7pp |
| Employer contribution / active EE | $12,240 | $4,810+154.4% | $4,305+184.3% | $4,299+184.7% |
| Participant deferral / active EE | $7,838 | $6,272+25.0% | $5,540+41.5% | $6,507+20.4% |
| Admin fee / account holder | $1,898 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |