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 | $188,136 | $101,724+84.9% | $164,813+14.2% | $80,856+132.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.37% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.2pp |
| Employer contribution / active EE | $8,482 | $2,953+187.2% | $4,341+95.4% | $2,755+207.9% |
| Participant deferral / active EE | $8,146 | $4,477+81.9% | $6,031+35.1% | $4,296+89.6% |
| Admin fee / account holder | $71,132 | $8,227+764.6% | $12,690+460.5% | $6,918+928.2% |