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 | $170,956 | $89,753+90.5% | $107,525+59.0% | $84,808+101.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.41% | 29.48%-18.1pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $8,724 | $3,113+180.2% | $3,754+132.4% | $2,631+231.6% |
| Participant deferral / active EE | $6,547 | $4,056+61.4% | $5,116+28.0% | $4,212+55.4% |
| Admin fee / account holder | $10,950 | $7,222+51.6% | $8,919+22.8% | $7,344+49.1% |