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 | $232,647 | $91,552+154.1% | $133,956+73.7% | $79,858+191.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.35% | 61.85%-52.5pp | 45.09%-35.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $10,434 | $2,384+337.7% | $3,919+166.3% | $2,471+322.3% |
| Participant deferral / active EE | $6,573 | $3,733+76.1% | $5,048+30.2% | $3,740+75.8% |
| Admin fee / account holder | $7,644 | $6,321+20.9% | $8,927-14.4% | $5,306+44.1% |