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 | $237,028 | $157,256+50.7% | $141,162+67.9% | $152,861+55.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.70% | 64.32%-54.6pp | 71.39%-61.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,575 | $5,261-51.1% | $4,735-45.6% | $4,762-45.9% |
| Participant deferral / active EE | $13,540 | $7,109+90.5% | $6,709+101.8% | $5,850+131.5% |
| Admin fee / account holder | $183,426 | $12,120+1413.4% | $10,261+1687.6% | $11,596+1481.7% |