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 | $207,673 | $165,984+25.1% | $164,813+26.0% | $145,922+42.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.22% | 100.03%-94.8pp | 69.93%-64.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $13,394 | $5,273+154.0% | $4,341+208.6% | $4,660+187.4% |
| Participant deferral / active EE | $5,942 | $6,959-14.6% | $6,031-1.5% | $6,688-11.2% |
| Admin fee / account holder | $3,024 | $16,648-81.8% | $12,690-76.2% | $13,397-77.4% |