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 | $168,511 | $214,378-21.4% | $200,582-16.0% | $142,382+18.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.65% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $10,354 | $6,841+51.3% | $6,419+61.3% | $4,299+140.8% |
| Participant deferral / active EE | $7,932 | $9,865-19.6% | $9,331-15.0% | $6,507+21.9% |
| Admin fee / account holder | $5,498 | $17,692-68.9% | $16,305-66.3% | $12,624-56.4% |