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 | $227,477 | $110,257+106.3% | $96,544+135.6% | $139,434+63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.45% | 26.32%-18.9pp | 25.84%-18.4pp | 372.94%-365.5pp |
| Employer contribution / active EE | $9,848 | $3,620+172.1% | $2,965+232.2% | $4,751+107.3% |
| Participant deferral / active EE | $5,711 | $5,548+2.9% | $4,851+17.7% | $6,710-14.9% |
| Admin fee / account holder | $144,176 | $11,591+1143.8% | $8,252+1647.1% | $11,403+1164.4% |