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 | $148,429 | $102,966+44.2% | $90,281+64.4% | $152,861-2.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.95% | 95.16%-86.2pp | 78.10%-69.1pp | 345.32%-336.4pp |
| Employer contribution / active EE | $6,884 | $3,139+119.3% | $2,854+141.2% | $4,762+44.5% |
| Participant deferral / active EE | $3,261 | $4,281-23.8% | $3,885-16.1% | $5,850-44.3% |
| Admin fee / account holder | $32,724 | $6,171+430.3% | $5,351+511.5% | $11,596+182.2% |