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 | $192,295 | $96,484+99.3% | $75,886+153.4% | $152,861+25.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 3.24% | 33.98%-30.7pp | 30.76%-27.5pp | 345.32%-342.1pp |
| Employer contribution / active EE | $6,972 | $3,309+110.7% | $2,500+178.8% | $4,762+46.4% |
| Participant deferral / active EE | $13,367 | $4,553+193.6% | $3,603+271.0% | $5,850+128.5% |
| Admin fee / account holder | $525 | $8,078-93.5% | $5,418-90.3% | $11,596-95.5% |