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 | $112,427 | $65,041+72.9% | $90,951+23.6% | $79,858+40.8% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | 3.84% | 30.45%-26.6pp | 134.60%-130.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $7,576 | $1,247+507.4% | $2,122+257.0% | $2,471+206.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28,213 | $4,536+522.0% | $5,959+373.5% | $5,306+431.7% |