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 4-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 | $240,353 | $183,519+31.0% | $155,509+54.6% | $145,922+64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.39% | 61.17%-56.8pp | 64.67%-60.3pp | 561.29%-556.9pp |
| Employer contribution / active EE | $3,246 | $5,313-38.9% | $4,672-30.5% | $4,660-30.3% |
| Participant deferral / active EE | $10,000 | $6,462+54.7% | $5,626+77.7% | $6,688+49.5% |
| Admin fee / account holder | $3,669 | $19,313-81.0% | $15,912-76.9% | $13,397-72.6% |