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 | $244,311 | $162,781+50.1% | $133,956+82.4% | $158,922+53.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.54% | 41.94%-48.5pp | 45.09%-51.6pp | 302.83%-309.4pp |
| Employer contribution / active EE | $3,259 | $4,975-34.5% | $3,919-16.8% | $4,761-31.6% |
| Participant deferral / active EE | $12,701 | $5,911+114.9% | $5,048+151.6% | $5,982+112.3% |
| Admin fee / account holder | $32,981 | $11,736+181.0% | $8,927+269.4% | $11,246+193.3% |