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 | $242,807 | $93,571+159.5% | $135,903+78.7% | $75,163+223.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.13% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,424 | $3,537-31.5% | $4,856-50.1% | $2,670-9.2% |
| Participant deferral / active EE | $9,914 | $6,404+54.8% | $7,758+27.8% | $4,125+140.3% |
| Admin fee / account holder | $21,362 | $6,975+206.2% | $10,762+98.5% | $5,651+278.0% |