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 | $174,322 | $95,266+83.0% | $82,389+111.6% | $142,382+22.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.72% | 25.74%-17.0pp | 28.67%-20.0pp | 217.08%-208.4pp |
| Employer contribution / active EE | $17,333 | $2,991+479.5% | $2,517+588.6% | $4,299+303.2% |
| Participant deferral / active EE | $10,135 | $4,809+110.8% | $4,155+143.9% | $6,507+55.8% |
| Admin fee / account holder | $21,524 | $8,563+151.3% | $7,231+197.7% | $12,624+70.5% |