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 | $174,500 | $105,126+66.0% | $94,646+84.4% | $139,434+25.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 7.77% | 38.03%-30.3pp | 156.71%-148.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,339 | $4,106-67.4% | $3,672-63.5% | $4,751-71.8% |
| Participant deferral / active EE | $13,389 | $7,599+76.2% | $7,418+80.5% | $6,710+99.5% |
| Admin fee / account holder | $160,448 | $8,984+1685.9% | $7,231+2119.0% | $11,403+1307.1% |