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 | $224,945 | $135,952+65.5% | $123,892+81.6% | $273,961-17.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.83% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.6pp |
| Employer contribution / active EE | $21,245 | $5,170+310.9% | $4,617+360.2% | $4,869+336.3% |
| Participant deferral / active EE | $16,875 | $6,343+166.1% | $5,984+182.0% | $5,287+219.2% |
| Admin fee / account holder | $16,457 | $9,817+67.6% | $8,357+96.9% | $10,132+62.4% |