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 | $170,228 | $114,381+48.8% | $107,525+58.3% | $142,382+19.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 3.43% | 242.71%-239.3pp | 181.32%-177.9pp | 217.08%-213.6pp |
| Employer contribution / active EE | $13,334 | $4,015+232.1% | $3,754+255.2% | $4,299+210.2% |
| Participant deferral / active EE | $2,646 | $5,564-52.5% | $5,116-48.3% | $6,507-59.3% |
| Admin fee / account holder | $30,048 | $9,860+204.7% | $8,919+236.9% | $12,624+138.0% |