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 | $161,662 | $84,233+91.9% | $170,442-5.2% | $70,131+130.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.70% | 23.06%-16.4pp | 205.93%-199.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $10,645 | $3,387+214.3% | $5,433+95.9% | $2,342+354.4% |
| Participant deferral / active EE | $5,818 | $3,086+88.6% | $4,939+17.8% | $3,332+74.6% |
| Admin fee / account holder | $52,379 | $5,698+819.3% | $13,880+277.4% | $4,645+1027.6% |