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 | $184,943 | $101,724+81.8% | $164,813+12.2% | $80,856+128.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.15% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.4pp |
| Employer contribution / active EE | $8,079 | $2,953+173.5% | $4,341+86.1% | $2,755+193.3% |
| Participant deferral / active EE | $8,585 | $4,477+91.7% | $6,031+42.3% | $4,296+99.8% |
| Admin fee / account holder | $10,316 | $8,227+25.4% | $12,690-18.7% | $6,918+49.1% |