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 | $166,378 | $117,841+41.2% | $102,423+62.4% | $145,922+14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.19% | 31.65%-25.5pp | 29.32%-23.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $9,143 | $3,615+152.9% | $3,023+202.4% | $4,660+96.2% |
| Participant deferral / active EE | $10,646 | $5,731+85.8% | $5,053+110.7% | $6,688+59.2% |
| Admin fee / account holder | $43,163 | $13,326+223.9% | $9,451+356.7% | $13,397+222.2% |