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 | $152,953 | $78,705+94.3% | $117,854+29.8% | $70,131+118.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.59% | 23.30%-12.7pp | 335.08%-324.5pp | 73.14%-62.6pp |
| Employer contribution / active EE | $3,161 | $2,223+42.2% | $3,786-16.5% | $2,342+34.9% |
| Participant deferral / active EE | $4,403 | $3,297+33.5% | $4,482-1.8% | $3,332+32.2% |
| Admin fee / account holder | $4,764 | $5,065-6.0% | $8,020-40.6% | $4,645+2.6% |