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 | $213,575 | $176,812+20.8% | $146,665+45.6% | $167,490+27.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.07% | 24.03%-24.1pp | 22.74%-22.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $8,908 | $5,160+72.6% | $4,136+115.4% | $4,837+84.1% |
| Participant deferral / active EE | $17,333 | $6,440+169.2% | $5,506+214.8% | $6,341+173.3% |
| Admin fee / account holder | $30,000 | $13,259+126.3% | $10,280+191.8% | $12,309+143.7% |