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 | $183,366 | $127,065+44.3% | $113,168+62.0% | $142,382+28.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.16% | 24.03%-18.9pp | 24.27%-19.1pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,499 | $3,442-56.5% | $2,975-49.6% | $4,299-65.1% |
| Participant deferral / active EE | $2,615 | $5,716-54.3% | $5,107-48.8% | $6,507-59.8% |
| Admin fee / account holder | $9,825 | $15,736-37.6% | $12,068-18.6% | $12,624-22.2% |