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 | $172,705 | $201,272-14.2% | $184,203-6.2% | $145,922+18.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.45% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $7,081 | $7,022+0.8% | $6,427+10.2% | $4,660+52.0% |
| Participant deferral / active EE | $3,432 | $9,806-65.0% | $9,131-62.4% | $6,688-48.7% |
| Admin fee / account holder | $35,359 | $16,364+116.1% | $13,901+154.4% | $13,397+163.9% |