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 | $165,906 | $115,770+43.3% | $101,248+63.9% | $158,922+4.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.43% | 56.14%-50.7pp | 46.47%-41.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,597 | $4,175-37.8% | $3,660-29.0% | $4,761-45.5% |
| Participant deferral / active EE | $3,391 | $4,957-31.6% | $4,370-22.4% | $5,982-43.3% |
| Admin fee / account holder | $3,501 | $7,245-51.7% | $5,945-41.1% | $11,246-68.9% |