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 | $164,994 | $115,770+42.5% | $101,248+63.0% | $158,922+3.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.56% | 56.14%-53.6pp | 46.47%-43.9pp | 302.83%-300.3pp |
| Employer contribution / active EE | $4,706 | $4,175+12.7% | $3,660+28.6% | $4,761-1.2% |
| Participant deferral / active EE | $3,472 | $4,957-30.0% | $4,370-20.6% | $5,982-42.0% |
| Admin fee / account holder | $10,351 | $7,245+42.9% | $5,945+74.1% | $11,246-8.0% |