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 | $178,532 | $94,338+89.2% | $100,534+77.6% | $142,382+25.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 10.12% | 29.20%-19.1pp | 32.66%-22.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,535 | $4,237-40.2% | $4,346-41.7% | $4,299-41.0% |
| Participant deferral / active EE | $9,186 | $5,934+54.8% | $6,144+49.5% | $6,507+41.2% |
| Admin fee / account holder | $1,422 | $8,421-83.1% | $7,654-81.4% | $12,624-88.7% |