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 | $160,835 | $109,881+46.4% | $150,045+7.2% | $84,808+89.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.73% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,094 | $3,561+71.1% | $4,693+29.8% | $2,631+131.6% |
| Participant deferral / active EE | $4,139 | $6,636-37.6% | $7,997-48.2% | $4,212-1.7% |
| Admin fee / account holder | $9,043 | $8,568+5.5% | $13,435-32.7% | $7,344+23.1% |