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 | $229,742 | $84,233+172.7% | $170,442+34.8% | $70,131+227.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.32% | 23.06%-14.7pp | 205.93%-197.6pp | 73.14%-64.8pp |
| Employer contribution / active EE | $7,757 | $3,387+129.0% | $5,433+42.8% | $2,342+231.2% |
| Participant deferral / active EE | $4,362 | $3,086+41.3% | $4,939-11.7% | $3,332+30.9% |
| Admin fee / account holder | $3,750 | $5,698-34.2% | $13,880-73.0% | $4,645-19.3% |