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 | $150,409 | $80,717+86.3% | $154,803-2.8% | $84,808+77.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.88% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $10,857 | $2,761+293.2% | $4,305+152.2% | $2,631+312.7% |
| Participant deferral / active EE | $6,495 | $3,303+96.6% | $5,540+17.2% | $4,212+54.2% |
| Admin fee / account holder | $1,828 | $6,746-72.9% | $14,329-87.2% | $7,344-75.1% |