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 | $177,935 | $117,983+50.8% | $101,794+74.8% | $142,382+25.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.41% | 36.92%-28.5pp | 30.53%-22.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $19,414 | $2,773+600.2% | $2,289+748.2% | $4,299+351.6% |
| Participant deferral / active EE | $5,202 | $4,714+10.4% | $4,084+27.4% | $6,507-20.1% |
| Admin fee / account holder | $196,727 | $10,433+1785.6% | $8,777+2141.4% | $12,624+1458.4% |