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 | $165,505 | $109,359+51.3% | $162,163+2.1% | $72,985+126.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.14% | 25.46%-9.3pp | 115.59%-99.4pp | 81.00%-64.9pp |
| Employer contribution / active EE | $4,983 | $3,907+27.5% | $5,614-11.2% | $2,440+104.2% |
| Participant deferral / active EE | $8,077 | $5,481+47.4% | $7,298+10.7% | $3,607+123.9% |
| Admin fee / account holder | $30,812 | $7,972+286.5% | $10,843+184.2% | $5,124+501.3% |