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 | $214,681 | $124,281+72.7% | $109,143+96.7% | $167,490+28.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.33% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $8,122 | $4,207+93.1% | $3,722+118.2% | $4,837+67.9% |
| Participant deferral / active EE | $15,167 | $5,255+188.6% | $4,653+225.9% | $6,341+139.2% |
| Admin fee / account holder | $919 | $7,970-88.5% | $6,752-86.4% | $12,309-92.5% |