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 | $229,650 | $159,602+43.9% | $150,045+53.1% | $142,382+61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.22% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,040 | $4,961-79.0% | $4,693-77.8% | $4,299-75.8% |
| Participant deferral / active EE | $11,721 | $8,310+41.0% | $7,997+46.6% | $6,507+80.1% |
| Admin fee / account holder | $6,286 | $14,846-57.7% | $13,435-53.2% | $12,624-50.2% |