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 | $166,969 | $102,966+62.2% | $90,281+84.9% | $152,861+9.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.58% | 95.16%-91.6pp | 78.10%-74.5pp | 345.32%-341.7pp |
| Employer contribution / active EE | $6,707 | $3,139+113.7% | $2,854+135.0% | $4,762+40.8% |
| Participant deferral / active EE | $10,400 | $4,281+142.9% | $3,885+167.7% | $5,850+77.8% |
| Admin fee / account holder | $4,933 | $6,171-20.1% | $5,351-7.8% | $11,596-57.5% |