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 | $157,678 | $81,248+94.1% | $155,509+1.4% | $80,856+95.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.11% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,247 | $3,100+4.7% | $4,672-30.5% | $2,755+17.9% |
| Participant deferral / active EE | $7,104 | $3,452+105.8% | $5,626+26.3% | $4,296+65.4% |
| Admin fee / account holder | $51,571 | $7,997+544.9% | $15,912+224.1% | $6,918+645.5% |