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 | $227,574 | $163,101+39.5% | $136,749+66.4% | $142,382+59.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 4.97% | 27.54%-22.6pp | 24.33%-19.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $15,596 | $4,117+278.8% | $3,400+358.8% | $4,299+262.8% |
| Participant deferral / active EE | $7,303 | $5,585+30.8% | $4,692+55.6% | $6,507+12.2% |
| Admin fee / account holder | $1,319 | $14,318-90.8% | $11,386-88.4% | $12,624-89.6% |