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 | $246,301 | $165,335+49.0% | $149,696+64.5% | $158,922+55.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.89% | 348.15%-342.3pp | 276.60%-270.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,513 | $5,103-70.3% | $4,644-67.4% | $4,761-68.2% |
| Participant deferral / active EE | $8,063 | $7,181+12.3% | $6,842+17.8% | $5,982+34.8% |
| Admin fee / account holder | $44,637 | $10,807+313.1% | $9,309+379.5% | $11,246+296.9% |