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 | $247,880 | $148,978+66.4% | $200,582+23.6% | $84,808+192.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.14% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $14,925 | $4,815+210.0% | $6,419+132.5% | $2,631+467.3% |
| Participant deferral / active EE | $6,871 | $7,142-3.8% | $9,331-26.4% | $4,212+63.1% |
| Admin fee / account holder | $17,957 | $13,977+28.5% | $16,305+10.1% | $7,344+144.5% |