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 | $156,830 | $202,432-22.5% | $169,368-7.4% | $139,434+12.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.67% | 531.74%-529.1pp | 405.60%-402.9pp | 372.94%-370.3pp |
| Employer contribution / active EE | $5,298 | $4,692+12.9% | $4,013+32.0% | $4,751+11.5% |
| Participant deferral / active EE | $10,595 | $6,938+52.7% | $6,221+70.3% | $6,710+57.9% |
| Admin fee / account holder | $22,815 | $10,708+113.1% | $9,003+153.4% | $11,403+100.1% |