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 | $237,255 | $117,983+101.1% | $101,794+133.1% | $142,382+66.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.90% | 36.92%-29.0pp | 30.53%-22.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $815 | $2,773-70.6% | $2,289-64.4% | $4,299-81.1% |
| Participant deferral / active EE | $1,420 | $4,714-69.9% | $4,084-65.2% | $6,507-78.2% |
| Admin fee / account holder | $2,252 | $10,433-78.4% | $8,777-74.3% | $12,624-82.2% |