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 | $247,340 | $169,032+46.3% | $129,207+91.4% | $145,922+69.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.75% | 14330.11%-14326.4pp | 9417.33%-9413.6pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,219 | $5,537-78.0% | $4,153-70.7% | $4,660-73.8% |
| Participant deferral / active EE | $1,350 | $4,987-72.9% | $4,168-67.6% | $6,688-79.8% |
| Admin fee / account holder | $71,213 | $9,954+615.4% | $7,715+823.1% | $13,397+431.6% |