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 | $231,316 | $127,386+81.6% | $115,037+101.1% | $125,391+84.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.74% | 31.28%-37.0pp | 26.14%-31.9pp | 282.22%-288.0pp |
| Employer contribution / active EE | $16,784 | $5,166+224.9% | $4,608+264.2% | $4,866+244.9% |
| Participant deferral / active EE | $9,320 | $6,423+45.1% | $6,026+54.6% | $5,352+74.2% |
| Admin fee / account holder | $5,466 | $9,516-42.6% | $8,175-33.1% | $9,540-42.7% |