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 | $239,308 | $81,460+193.8% | $103,333+131.6% | $80,856+196.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.29% | 25.55%-19.3pp | 24.88%-18.6pp | 35.59%-29.3pp |
| Employer contribution / active EE | $17,598 | $3,105+466.7% | $3,868+355.0% | $2,755+538.8% |
| Participant deferral / active EE | $8,547 | $3,869+120.9% | $5,057+69.0% | $4,296+99.0% |
| Admin fee / account holder | $35,156 | $6,566+435.4% | $8,355+320.8% | $6,918+408.2% |