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 | $150,895 | $109,413+37.9% | $156,263-3.4% | $84,808+77.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.15% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $5,411 | $2,907+86.1% | $4,333+24.9% | $2,631+105.6% |
| Participant deferral / active EE | $11,228 | $4,590+144.6% | $6,158+82.3% | $4,212+166.6% |
| Admin fee / account holder | $2,611 | $9,357-72.1% | $14,255-81.7% | $7,344-64.4% |