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 | $205,928 | $96,484+113.4% | $75,886+171.4% | $152,861+34.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 5.30% | 33.98%-28.7pp | 30.76%-25.5pp | 345.32%-340.0pp |
| Employer contribution / active EE | $12,000 | $3,309+262.6% | $2,500+379.9% | $4,762+152.0% |
| Participant deferral / active EE | $4,079 | $4,553-10.4% | $3,603+13.2% | $5,850-30.3% |
| Admin fee / account holder | $4,286 | $8,078-46.9% | $5,418-20.9% | $11,596-63.0% |