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 | $233,095 | $185,822+25.4% | $169,993+37.1% | $139,434+67.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.06% | 60.50%-54.4pp | 53.37%-47.3pp | 372.94%-366.9pp |
| Employer contribution / active EE | $20,096 | $7,590+164.8% | $6,785+196.2% | $4,751+323.0% |
| Participant deferral / active EE | $15,128 | $11,622+30.2% | $10,408+45.4% | $6,710+125.5% |
| Admin fee / account holder | $267,554 | $15,381+1639.6% | $12,815+1987.8% | $11,403+2246.5% |