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 | $160,459 | $91,190+76.0% | $178,490-10.1% | $79,858+100.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.20% | 24.19%-19.0pp | 151.07%-145.9pp | 31.71%-26.5pp |
| Employer contribution / active EE | $9,856 | $3,256+202.7% | $5,011+96.7% | $2,471+298.9% |
| Participant deferral / active EE | $6,844 | $3,236+111.5% | $5,202+31.6% | $3,740+83.0% |
| Admin fee / account holder | $29,371 | $6,751+335.1% | $13,984+110.0% | $5,306+453.5% |