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 | $177,243 | $106,515+66.4% | $96,683+83.3% | $139,434+27.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.13% | 38.43%-29.3pp | 35.69%-26.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $12,460 | $4,103+203.7% | $3,737+233.5% | $4,751+162.3% |
| Participant deferral / active EE | $3,860 | $5,454-29.2% | $4,878-20.9% | $6,710-42.5% |
| Admin fee / account holder | $48,561 | $7,877+516.5% | $6,730+621.6% | $11,403+325.9% |