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 | $225,067 | $98,240+129.1% | $82,313+173.4% | $147,584+52.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.58% | 30.85%-23.3pp | 25.88%-18.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $10,281 | $3,192+222.1% | $2,428+323.4% | $4,876+110.8% |
| Participant deferral / active EE | $9,802 | $4,383+123.6% | $3,706+164.5% | $5,439+80.2% |
| Admin fee / account holder | $1,060 | $8,563-87.6% | $5,608-81.1% | $10,885-90.3% |