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 | $125,821 | $65,395+92.4% | $182,532-31.1% | $72,985+72.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 15.50% | 27.68%-12.2pp | 148.54%-133.0pp | 81.00%-65.5pp |
| Employer contribution / active EE | $5,641 | $1,911+195.2% | $4,076+38.4% | $2,440+131.2% |
| Participant deferral / active EE | $4,372 | $3,563+22.7% | $5,524-20.9% | $3,607+21.2% |
| Admin fee / account holder | $1,345 | $4,245-68.3% | $8,592-84.4% | $5,124-73.8% |