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 | $218,888 | $165,335+32.4% | $149,696+46.2% | $158,922+37.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.99% | 348.15%-353.1pp | 276.60%-281.6pp | 302.83%-307.8pp |
| Employer contribution / active EE | $6,242 | $5,103+22.3% | $4,644+34.4% | $4,761+31.1% |
| Participant deferral / active EE | $2,996 | $7,181-58.3% | $6,842-56.2% | $5,982-49.9% |
| Admin fee / account holder | $107,502 | $10,807+894.8% | $9,309+1054.9% | $11,246+855.9% |