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 | $179,464 | $159,602+12.4% | $150,045+19.6% | $142,382+26.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.27% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,405 | $4,961-11.2% | $4,693-6.1% | $4,299+2.5% |
| Participant deferral / active EE | $6,118 | $8,310-26.4% | $7,997-23.5% | $6,507-6.0% |
| Admin fee / account holder | $247,326 | $14,846+1565.9% | $13,435+1740.9% | $12,624+1859.2% |