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 | $177,556 | $77,899+127.9% | $149,673+18.6% | $75,163+136.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.08% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $5,730 | $3,137+82.6% | $4,818+18.9% | $2,670+114.6% |
| Participant deferral / active EE | $8,856 | $3,411+159.6% | $5,680+55.9% | $4,125+114.7% |
| Admin fee / account holder | $3,148 | $5,956-47.2% | $13,210-76.2% | $5,651-44.3% |