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 | $163,117 | $98,750+65.2% | $149,696+9.0% | $79,858+104.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.77% | 27.43%-24.7pp | 276.60%-273.8pp | 31.71%-28.9pp |
| Employer contribution / active EE | $4,009 | $3,216+24.6% | $4,644-13.7% | $2,471+62.2% |
| Participant deferral / active EE | $4,737 | $5,680-16.6% | $6,842-30.8% | $3,740+26.6% |
| Admin fee / account holder | $31,722 | $6,053+424.1% | $9,309+240.8% | $5,306+497.8% |