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 | $164,221 | $70,669+132.4% | $169,368-3.0% | $75,163+118.5% |
| Participation rate | 76.5% | 64.8%+11.7pp | 77.1%-0.7pp | 67.2%+9.3pp |
| Annual return | 12.77% | 36.36%-23.6pp | 405.60%-392.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $14,674 | $2,211+563.8% | $4,013+265.7% | $2,670+449.6% |
| Participant deferral / active EE | $11,741 | $4,311+172.4% | $6,221+88.7% | $4,125+184.6% |
| Admin fee / account holder | $601 | $5,402-88.9% | $9,003-93.3% | $5,651-89.4% |