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 | $165,504 | $57,016+190.3% | $84,966+94.8% | $80,856+104.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 9.96% | 21.66%-11.7pp | 66.38%-56.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,863 | $1,798+3.7% | $2,727-31.7% | $2,755-32.4% |
| Participant deferral / active EE | $5,522 | $3,110+77.6% | $4,519+22.2% | $4,296+28.5% |
| Admin fee / account holder | $34,206 | $4,980+586.8% | $6,149+456.3% | $6,918+394.5% |