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 | $175,309 | $93,571+87.4% | $135,903+29.0% | $75,163+133.2% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.7pp | 67.2%+12.0pp |
| Annual return | 13.10% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $975 | $3,537-72.4% | $4,856-79.9% | $2,670-63.5% |
| Participant deferral / active EE | $10,147 | $6,404+58.4% | $7,758+30.8% | $4,125+146.0% |
| Admin fee / account holder | $19,985 | $6,975+186.5% | $10,762+85.7% | $5,651+253.7% |