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 | $179,716 | $81,248+121.2% | $155,509+15.6% | $80,856+122.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.99% | 33.31%-26.3pp | 64.67%-57.7pp | 35.59%-28.6pp |
| Employer contribution / active EE | $4,249 | $3,100+37.1% | $4,672-9.1% | $2,755+54.2% |
| Participant deferral / active EE | $4,794 | $3,452+38.9% | $5,626-14.8% | $4,296+11.6% |
| Admin fee / account holder | $322 | $7,997-96.0% | $15,912-98.0% | $6,918-95.3% |