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 | $155,168 | $72,277+114.7% | $101,248+53.3% | $79,858+94.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.65% | 22.30%-17.6pp | 46.47%-41.8pp | 31.71%-27.1pp |
| Employer contribution / active EE | $8,183 | $2,692+204.0% | $3,660+123.6% | $2,471+231.2% |
| Participant deferral / active EE | $10,392 | $3,282+216.7% | $4,370+137.8% | $3,740+177.9% |
| Admin fee / account holder | $1,186 | $4,400-73.1% | $5,945-80.1% | $5,306-77.7% |