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 | $187,953 | $115,770+62.4% | $101,248+85.6% | $158,922+18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.05% | 56.14%-52.1pp | 46.47%-42.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,346 | $4,175-43.8% | $3,660-35.9% | $4,761-50.7% |
| Participant deferral / active EE | $7,511 | $4,957+51.5% | $4,370+71.9% | $5,982+25.6% |
| Admin fee / account holder | $5,170 | $7,245-28.6% | $5,945-13.0% | $11,246-54.0% |