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 | $182,462 | $93,571+95.0% | $135,903+34.3% | $75,163+142.8% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 5.00% | 30.90%-25.9pp | 68.23%-63.2pp | 160.62%-155.6pp |
| Employer contribution / active EE | $6,125 | $3,537+73.2% | $4,856+26.1% | $2,670+129.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $14,980 | $6,975+114.8% | $10,762+39.2% | $5,651+165.1% |