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 | $181,989 | $124,881+45.7% | $209,409-13.1% | $116,875+55.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 10.61% | 14.56%-4.0pp | 159.49%-148.9pp | 16.29%-5.7pp |
| Employer contribution / active EE | $6,458 | $2,588+149.6% | $5,035+28.3% | $3,288+96.4% |
| Participant deferral / active EE | $6,267 | $3,793+65.2% | $4,230+48.2% | $3,885+61.3% |
| Admin fee / account holder | $7,387 | $12,933-42.9% | $16,474-55.2% | $12,263-39.8% |