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 | $164,400 | $80,717+103.7% | $154,803+6.2% | $84,808+93.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.91% | 37.96%-28.0pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,954 | $2,761+43.2% | $4,305-8.2% | $2,631+50.3% |
| Participant deferral / active EE | $2,544 | $3,303-23.0% | $5,540-54.1% | $4,212-39.6% |
| Admin fee / account holder | $92,174 | $6,746+1266.4% | $14,329+543.3% | $7,344+1155.1% |