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 | $246,003 | $159,602+54.1% | $150,045+64.0% | $142,382+72.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.64% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $6,404 | $4,961+29.1% | $4,693+36.4% | $4,299+49.0% |
| Participant deferral / active EE | $12,688 | $8,310+52.7% | $7,997+58.7% | $6,507+95.0% |
| Admin fee / account holder | $715,133 | $14,846+4716.9% | $13,435+5223.0% | $12,624+5565.0% |