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 | $130,519 | $80,968+61.2% | $96,544+35.2% | $75,163+73.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 2.14% | 27.06%-24.9pp | 25.84%-23.7pp | 160.62%-158.5pp |
| Employer contribution / active EE | $6,452 | $2,282+182.7% | $2,965+117.6% | $2,670+141.7% |
| Participant deferral / active EE | $3,226 | $3,928-17.9% | $4,851-33.5% | $4,125-21.8% |
| Admin fee / account holder | $2,626 | $6,724-61.0% | $8,252-68.2% | $5,651-53.5% |