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 | $219,929 | $162,781+35.1% | $133,956+64.2% | $158,922+38.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.02% | 41.94%-38.9pp | 45.09%-42.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $5,398 | $4,975+8.5% | $3,919+37.8% | $4,761+13.4% |
| Participant deferral / active EE | $2,735 | $5,911-53.7% | $5,048-45.8% | $5,982-54.3% |
| Admin fee / account holder | $2,071 | $11,736-82.4% | $8,927-76.8% | $11,246-81.6% |