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 | $205,153 | $110,257+86.1% | $96,544+112.5% | $139,434+47.1% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 7.57% | 26.32%-18.7pp | 25.84%-18.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $9,036 | $3,620+149.6% | $2,965+204.8% | $4,751+90.2% |
| Participant deferral / active EE | $4,639 | $5,548-16.4% | $4,851-4.4% | $6,710-30.9% |
| Admin fee / account holder | $10,483 | $11,591-9.6% | $8,252+27.0% | $11,403-8.1% |