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 | $240,216 | $177,572+35.3% | $154,803+55.2% | $142,382+68.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.21% | 65.07%-58.9pp | 58.88%-52.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $9,605 | $4,810+99.7% | $4,305+123.1% | $4,299+123.4% |
| Participant deferral / active EE | $7,600 | $6,272+21.2% | $5,540+37.2% | $6,507+16.8% |
| Admin fee / account holder | $2,269 | $16,786-86.5% | $14,329-84.2% | $12,624-82.0% |