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 | $243,972 | $162,781+49.9% | $133,956+82.1% | $158,922+53.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.76% | 41.94%-41.2pp | 45.09%-44.3pp | 302.83%-302.1pp |
| Employer contribution / active EE | $10,386 | $4,975+108.7% | $3,919+165.0% | $4,761+118.1% |
| Participant deferral / active EE | $24,000 | $5,911+306.0% | $5,048+375.5% | $5,982+301.2% |
| Admin fee / account holder | $2,117 | $11,736-82.0% | $8,927-76.3% | $11,246-81.2% |