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 | $202,514 | $124,281+62.9% | $109,143+85.6% | $167,490+20.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.17% | 26.04%-18.9pp | 25.75%-18.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $10,331 | $4,207+145.5% | $3,722+177.6% | $4,837+113.6% |
| Participant deferral / active EE | $5,037 | $5,255-4.2% | $4,653+8.2% | $6,341-20.6% |
| Admin fee / account holder | $97,962 | $7,970+1129.2% | $6,752+1350.8% | $12,309+695.9% |