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 | $199,946 | $93,170+114.6% | $100,534+98.9% | $84,808+135.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 80.6%+12.2pp | 68.3%+24.5pp |
| Annual return | 9.11% | 47.13%-38.0pp | 32.66%-23.5pp | 40.90%-31.8pp |
| Employer contribution / active EE | $7,142 | $3,985+79.2% | $4,346+64.3% | $2,631+171.5% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $18,777 | $7,382+154.4% | $7,654+145.3% | $7,344+155.7% |