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 | $160,731 | $214,378-25.0% | $200,582-19.9% | $142,382+12.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.75% | 46.41%-37.7pp | 42.33%-33.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,450 | $6,841-35.0% | $6,419-30.7% | $4,299+3.5% |
| Participant deferral / active EE | $5,671 | $9,865-42.5% | $9,331-39.2% | $6,507-12.9% |
| Admin fee / account holder | $5,093 | $17,692-71.2% | $16,305-68.8% | $12,624-59.7% |