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 | $239,719 | $124,281+92.9% | $109,143+119.6% | $167,490+43.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.38% | 26.04%-20.7pp | 25.75%-20.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $1,181 | $4,207-71.9% | $3,722-68.3% | $4,837-75.6% |
| Participant deferral / active EE | $11,767 | $5,255+123.9% | $4,653+152.9% | $6,341+85.6% |
| Admin fee / account holder | $147,892 | $7,970+1755.7% | $6,752+2090.3% | $12,309+1101.5% |