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 | $181,685 | $93,571+94.2% | $135,903+33.7% | $75,163+141.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 6.67% | 30.90%-24.2pp | 68.23%-61.6pp | 160.62%-153.9pp |
| Employer contribution / active EE | $12,376 | $3,537+249.9% | $4,856+154.8% | $2,670+363.5% |
| Participant deferral / active EE | $10,756 | $6,404+67.9% | $7,758+38.6% | $4,125+160.7% |
| Admin fee / account holder | $857 | $6,975-87.7% | $10,762-92.0% | $5,651-84.8% |