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 | $171,750 | $70,669+143.0% | $169,368+1.4% | $75,163+128.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.03% | 36.36%-23.3pp | 405.60%-392.6pp | 160.62%-147.6pp |
| Employer contribution / active EE | $7,652 | $2,211+246.1% | $4,013+90.7% | $2,670+186.6% |
| Participant deferral / active EE | $6,527 | $4,311+51.4% | $6,221+4.9% | $4,125+58.2% |
| Admin fee / account holder | $4,820 | $5,402-10.8% | $9,003-46.5% | $5,651-14.7% |