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 | $183,463 | $107,334+70.9% | $92,893+97.5% | $152,861+20.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.21% | 145.58%-138.4pp | 109.41%-102.2pp | 345.32%-338.1pp |
| Employer contribution / active EE | $1,646 | $4,221-61.0% | $3,653-54.9% | $4,762-65.4% |
| Participant deferral / active EE | $7,300 | $4,845+50.7% | $4,236+72.3% | $5,850+24.8% |
| Admin fee / account holder | $3,580 | $7,079-49.4% | $5,794-38.2% | $11,596-69.1% |