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 | $172,189 | $87,841+96.0% | $133,980+28.5% | $62,891+173.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.86% | 12.05%-11.2pp | 29.30%-28.4pp | 20.14%-19.3pp |
| Employer contribution / active EE | $7,746 | $3,483+122.4% | $5,211+48.6% | $2,281+239.6% |
| Participant deferral / active EE | $3,403 | $4,812-29.3% | $6,282-45.8% | $3,203+6.2% |
| Admin fee / account holder | $1,560 | $5,371-71.0% | $9,324-83.3% | $4,296-63.7% |