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 | $209,256 | $159,602+31.1% | $150,045+39.5% | $142,382+47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.79% | 70.24%-60.4pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,000 | $4,961-79.8% | $4,693-78.7% | $4,299-76.7% |
| Participant deferral / active EE | $30,000 | $8,310+261.0% | $7,997+275.1% | $6,507+361.0% |
| Admin fee / account holder | $131,810 | $14,846+787.8% | $13,435+881.1% | $12,624+944.1% |