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 | $158,100 | $95,266+66.0% | $82,389+91.9% | $142,382+11.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.88% | 25.74%-16.9pp | 28.67%-19.8pp | 217.08%-208.2pp |
| Employer contribution / active EE | $20,081 | $2,991+571.4% | $2,517+697.8% | $4,299+367.1% |
| Participant deferral / active EE | $11,048 | $4,809+129.7% | $4,155+165.9% | $6,507+69.8% |
| Admin fee / account holder | $34,882 | $8,563+307.3% | $7,231+382.4% | $12,624+176.3% |