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 | $176,009 | $72,492+142.8% | $87,100+102.1% | $72,985+141.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.38% | 24.46%-10.1pp | 28.19%-13.8pp | 81.00%-66.6pp |
| Employer contribution / active EE | $10,145 | $1,894+435.7% | $2,521+302.4% | $2,440+315.8% |
| Participant deferral / active EE | $4,680 | $3,270+43.2% | $4,049+15.6% | $3,607+29.7% |
| Admin fee / account holder | $12,499 | $5,055+147.3% | $7,497+66.7% | $5,124+143.9% |