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 | $181,115 | $69,515+160.5% | $86,874+108.5% | $85,850+111.0% |
| Participation rate | 85.9% | 66.3%+19.6pp | 71.6%+14.3pp | 69.3%+16.6pp |
| Annual return | 10.24% | 20.12%-9.9pp | 63.52%-53.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $8,428 | $1,880+348.2% | $2,495+237.8% | $2,565+228.6% |
| Participant deferral / active EE | $8,840 | $2,919+202.8% | $3,699+139.0% | $3,952+123.7% |
| Admin fee / account holder | $30,746 | $5,972+414.9% | $5,828+427.6% | $6,260+391.2% |