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 | $170,615 | $103,376+65.0% | $87,100+95.9% | $152,861+11.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2.69% | 28.10%-25.4pp | 28.19%-25.5pp | 345.32%-342.6pp |
| Employer contribution / active EE | $8,398 | $3,220+160.8% | $2,521+233.1% | $4,762+76.3% |
| Participant deferral / active EE | $2,707 | $4,778-43.3% | $4,049-33.1% | $5,850-53.7% |
| Admin fee / account holder | $15,227 | $12,205+24.8% | $7,497+103.1% | $11,596+31.3% |