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 | $179,173 | $85,766+108.9% | $136,294+31.5% | $70,131+155.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.01% | 31.45%-18.4pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $5,206 | $2,966+75.5% | $4,695+10.9% | $2,342+122.3% |
| Participant deferral / active EE | $6,142 | $5,051+21.6% | $6,247-1.7% | $3,332+84.4% |
| Admin fee / account holder | $2,805 | $5,420-48.2% | $9,243-69.7% | $4,645-39.6% |