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 | $218,329 | $106,584+104.8% | $101,326+115.5% | $142,382+53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.77% | 36.93%-28.2pp | 36.82%-28.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $18,264 | $3,956+361.7% | $3,665+398.3% | $4,299+324.8% |
| Participant deferral / active EE | $14,646 | $8,297+76.5% | $7,994+83.2% | $6,507+125.1% |
| Admin fee / account holder | $291,598 | $11,446+2447.6% | $11,185+2507.0% | $12,624+2209.9% |