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 | $147,027 | $81,248+81.0% | $155,509-5.5% | $80,856+81.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.37% | 33.31%-25.9pp | 64.67%-57.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $3,750 | $3,100+21.0% | $4,672-19.7% | $2,755+36.1% |
| Participant deferral / active EE | $8,940 | $3,452+159.0% | $5,626+58.9% | $4,296+108.1% |
| Admin fee / account holder | $2,197 | $7,997-72.5% | $15,912-86.2% | $6,918-68.2% |