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 | $177,755 | $109,413+62.5% | $156,263+13.8% | $84,808+109.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 4.01% | 20.18%-16.2pp | 59.47%-55.5pp | 40.90%-36.9pp |
| Employer contribution / active EE | $2,913 | $2,907+0.2% | $4,333-32.8% | $2,631+10.7% |
| Participant deferral / active EE | $6,800 | $4,590+48.2% | $6,158+10.4% | $4,212+61.5% |
| Admin fee / account holder | $22,928 | $9,357+145.0% | $14,255+60.8% | $7,344+212.2% |