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 | $182,634 | $109,881+66.2% | $150,045+21.7% | $84,808+115.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.74% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,854 | $3,561+8.2% | $4,693-17.9% | $2,631+46.5% |
| Participant deferral / active EE | $8,952 | $6,636+34.9% | $7,997+11.9% | $4,212+112.6% |
| Admin fee / account holder | $588 | $8,568-93.1% | $13,435-95.6% | $7,344-92.0% |