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 | $159,025 | $185,822-14.4% | $169,993-6.5% | $139,434+14.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.42% | 60.50%-54.1pp | 53.37%-47.0pp | 372.94%-366.5pp |
| Employer contribution / active EE | $3,355 | $7,590-55.8% | $6,785-50.5% | $4,751-29.4% |
| Participant deferral / active EE | $9,196 | $11,622-20.9% | $10,408-11.6% | $6,710+37.0% |
| Admin fee / account holder | $151,966 | $15,381+888.0% | $12,815+1085.8% | $11,403+1232.7% |