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 | $245,178 | $157,256+55.9% | $141,162+73.7% | $152,861+60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.60% | 64.32%-59.7pp | 71.39%-66.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $19,484 | $5,261+270.3% | $4,735+311.5% | $4,762+309.1% |
| Participant deferral / active EE | $13,356 | $7,109+87.9% | $6,709+99.1% | $5,850+128.3% |
| Admin fee / account holder | $132,690 | $12,120+994.8% | $10,261+1193.1% | $11,596+1044.2% |