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 | $169,179 | $95,266+77.6% | $82,389+105.3% | $142,382+18.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 5.64% | 25.74%-20.1pp | 28.67%-23.0pp | 217.08%-211.4pp |
| Employer contribution / active EE | $3,151 | $2,991+5.4% | $2,517+25.2% | $4,299-26.7% |
| Participant deferral / active EE | $7,655 | $4,809+59.2% | $4,155+84.3% | $6,507+17.6% |
| Admin fee / account holder | $30,917 | $8,563+261.0% | $7,231+327.6% | $12,624+144.9% |