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 | $232,377 | $165,335+40.5% | $149,696+55.2% | $158,922+46.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.25% | 348.15%-340.9pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $4,761 | $5,103-6.7% | $4,644+2.5% | $4,7610% |
| Participant deferral / active EE | $19,067 | $7,181+165.5% | $6,842+178.7% | $5,982+218.7% |
| Admin fee / account holder | $1,324 | $10,807-87.7% | $9,309-85.8% | $11,246-88.2% |