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 | $197,119 | $124,281+58.6% | $109,143+80.6% | $167,490+17.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.34% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,451 | $4,207-41.7% | $3,722-34.1% | $4,837-49.3% |
| Participant deferral / active EE | $6,154 | $5,255+17.1% | $4,653+32.2% | $6,341-3.0% |
| Admin fee / account holder | $121,479 | $7,970+1424.2% | $6,752+1699.1% | $12,309+886.9% |