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 | $232,828 | $165,335+40.8% | $149,696+55.5% | $158,922+46.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.91% | 348.15%-347.2pp | 276.60%-275.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $2,679 | $5,103-47.5% | $4,644-42.3% | $4,761-43.7% |
| Participant deferral / active EE | $13,917 | $7,181+93.8% | $6,842+103.4% | $5,982+132.6% |
| Admin fee / account holder | $30,246 | $10,807+179.9% | $9,309+224.9% | $11,246+169.0% |