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 | $237,750 | $104,974+126.5% | $95,585+148.7% | $142,382+67.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 9.06% | 210.33%-201.3pp | 38.56%-29.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,575 | $2,779-43.3% | $2,527-37.7% | $4,299-63.4% |
| Participant deferral / active EE | $9,704 | $4,352+123.0% | $4,023+141.2% | $6,507+49.1% |
| Admin fee / account holder | $45,212 | $6,386+608.0% | $6,127+637.9% | $12,624+258.2% |