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 | $133,500 | $91,190+46.4% | $178,490-25.2% | $79,858+67.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.03% | 24.19%-15.2pp | 151.07%-142.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $7,055 | $3,256+116.7% | $5,011+40.8% | $2,471+185.5% |
| Participant deferral / active EE | $2,789 | $3,236-13.8% | $5,202-46.4% | $3,740-25.4% |
| Admin fee / account holder | $654 | $6,751-90.3% | $13,984-95.3% | $5,306-87.7% |