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 | $232,705 | $116,175+100.3% | $93,606+148.6% | $152,861+52.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 5.37% | 35.96%-30.6pp | 32.76%-27.4pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,936 | $3,218-8.8% | $2,718+8.0% | $4,762-38.4% |
| Participant deferral / active EE | $6,363 | $4,603+38.2% | $4,069+56.4% | $5,850+8.8% |
| Admin fee / account holder | $9,229 | $10,748-14.1% | $7,888+17.0% | $11,596-20.4% |