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 | $175,567 | $115,770+51.7% | $101,248+73.4% | $158,922+10.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.97% | 56.14%-53.2pp | 46.47%-43.5pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,761 | $4,175-33.9% | $3,660-24.5% | $4,761-42.0% |
| Participant deferral / active EE | $4,634 | $4,957-6.5% | $4,370+6.0% | $5,982-22.5% |
| Admin fee / account holder | $484 | $7,245-93.3% | $5,945-91.9% | $11,246-95.7% |