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 | $213,853 | $157,256+36.0% | $141,162+51.5% | $152,861+39.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.26% | 64.32%-54.1pp | 71.39%-61.1pp | 345.32%-335.1pp |
| Employer contribution / active EE | $4,210 | $5,261-20.0% | $4,735-11.1% | $4,762-11.6% |
| Participant deferral / active EE | $7,900 | $7,109+11.1% | $6,709+17.8% | $5,850+35.0% |
| Admin fee / account holder | $60,104 | $12,120+395.9% | $10,261+485.7% | $11,596+418.3% |