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 | $176,410 | $89,355+97.4% | $141,162+25.0% | $72,985+141.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -0.78% | 111.85%-112.6pp | 71.39%-72.2pp | 81.00%-81.8pp |
| Employer contribution / active EE | $5,786 | $3,114+85.8% | $4,735+22.2% | $2,440+137.1% |
| Participant deferral / active EE | $9,366 | $5,418+72.9% | $6,709+39.6% | $3,607+159.6% |
| Admin fee / account holder | $2,383 | $5,958-60.0% | $10,261-76.8% | $5,124-53.5% |