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 | $240,121 | $179,726+33.6% | $156,263+53.7% | $142,382+68.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.53% | 77.86%-71.3pp | 59.47%-52.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $3,200 | $5,069-36.9% | $4,333-26.2% | $4,299-25.6% |
| Participant deferral / active EE | $9,142 | $6,956+31.4% | $6,158+48.4% | $6,507+40.5% |
| Admin fee / account holder | $95,414 | $17,272+452.4% | $14,255+569.4% | $12,624+655.8% |