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 | $225,026 | $117,983+90.7% | $101,794+121.1% | $142,382+58.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.15% | 36.92%-27.8pp | 30.53%-21.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $10,966 | $2,773+295.5% | $2,289+379.1% | $4,299+155.1% |
| Participant deferral / active EE | $7,889 | $4,714+67.4% | $4,084+93.2% | $6,507+21.2% |
| Admin fee / account holder | $5,006 | $10,433-52.0% | $8,777-43.0% | $12,624-60.3% |