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 | $158,925 | $115,882+37.1% | $100,516+58.1% | $158,9220% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 1.77% | 34.79%-33.0pp | 30.89%-29.1pp | 302.83%-301.1pp |
| Employer contribution / active EE | $4,004 | $4,103-2.4% | $3,418+17.2% | $4,761-15.9% |
| Participant deferral / active EE | $10,253 | $6,674+53.6% | $6,270+63.5% | $5,982+71.4% |
| Admin fee / account holder | $136,520 | $10,995+1141.6% | $8,081+1589.4% | $11,246+1114.0% |