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 | $173,955 | $109,881+58.3% | $150,045+15.9% | $84,808+105.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.90% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,787 | $3,561+34.4% | $4,693+2.0% | $2,631+82.0% |
| Participant deferral / active EE | $6,827 | $6,636+2.9% | $7,997-14.6% | $4,212+62.1% |
| Admin fee / account holder | $2,590 | $8,568-69.8% | $13,435-80.7% | $7,344-64.7% |