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 | $150,202 | $74,927+100.5% | $101,794+47.6% | $84,808+77.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 10.68% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $808 | $1,522-46.9% | $2,289-64.7% | $2,631-69.3% |
| Participant deferral / active EE | $7,545 | $3,099+143.5% | $4,084+84.7% | $4,212+79.2% |
| Admin fee / account holder | $3,686 | $6,514-43.4% | $8,777-58.0% | $7,344-49.8% |