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 | $164,904 | $105,181+56.8% | $159,436+3.4% | $85,850+92.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.70% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $11,009 | $3,318+231.8% | $4,829+128.0% | $2,565+329.2% |
| Participant deferral / active EE | $8,242 | $5,945+38.6% | $7,352+12.1% | $3,952+108.6% |
| Admin fee / account holder | $2,188 | $6,933-68.4% | $10,799-79.7% | $6,260-65.0% |