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 | $244,206 | $159,602+53.0% | $150,045+62.8% | $142,382+71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -3.44% | 70.24%-73.7pp | 62.55%-66.0pp | 217.08%-220.5pp |
| Employer contribution / active EE | $3,323 | $4,961-33.0% | $4,693-29.2% | $4,299-22.7% |
| Participant deferral / active EE | $10,591 | $8,310+27.4% | $7,997+32.4% | $6,507+62.8% |
| Admin fee / account holder | $18,347 | $14,846+23.6% | $13,435+36.6% | $12,624+45.3% |