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 | $167,945 | $95,803+75.3% | $113,168+48.4% | $84,808+98.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | -7.64% | 25.00%-32.6pp | 24.27%-31.9pp | 40.90%-48.5pp |
| Employer contribution / active EE | $8,279 | $2,360+250.8% | $2,975+178.3% | $2,631+214.7% |
| Participant deferral / active EE | $7,371 | $4,242+73.8% | $5,107+44.3% | $4,212+75.0% |
| Admin fee / account holder | $26,582 | $8,989+195.7% | $12,068+120.3% | $7,344+262.0% |