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 | $230,400 | $157,256+46.5% | $141,162+63.2% | $152,861+50.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.48% | 64.32%-51.8pp | 71.39%-58.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $24,163 | $5,261+359.3% | $4,735+410.3% | $4,762+407.4% |
| Participant deferral / active EE | $23,950 | $7,109+236.9% | $6,709+257.0% | $5,850+309.4% |
| Admin fee / account holder | $85,425 | $12,120+604.8% | $10,261+732.5% | $11,596+636.7% |