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 | $231,006 | $176,056+31.2% | $159,436+44.9% | $167,490+37.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.15% | 331.75%-323.6pp | 263.57%-255.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $3,694 | $5,297-30.3% | $4,829-23.5% | $4,837-23.6% |
| Participant deferral / active EE | $16,974 | $7,750+119.0% | $7,352+130.9% | $6,341+167.7% |
| Admin fee / account holder | $27,943 | $12,554+122.6% | $10,799+158.8% | $12,309+127.0% |