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 9-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 | $215,440 | $157,256+37.0% | $141,162+52.6% | $152,861+40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.59% | 64.32%-52.7pp | 71.39%-59.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $3,639 | $5,261-30.8% | $4,735-23.2% | $4,762-23.6% |
| Participant deferral / active EE | $20,343 | $7,109+186.1% | $6,709+203.2% | $5,850+247.7% |
| Admin fee / account holder | $478 | $12,120-96.1% | $10,261-95.3% | $11,596-95.9% |