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 | $162,556 | $185,822-12.5% | $169,993-4.4% | $139,434+16.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.77% | 60.50%-50.7pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $17,525 | $7,590+130.9% | $6,785+158.3% | $4,751+268.9% |
| Participant deferral / active EE | $9,039 | $11,622-22.2% | $10,408-13.2% | $6,710+34.7% |
| Admin fee / account holder | $40,916 | $15,381+166.0% | $12,815+219.3% | $11,403+258.8% |