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 | $138,452 | $71,050+94.9% | $93,606+47.9% | $80,856+71.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 4.04% | 11.26%-7.2pp | 133.20%-129.2pp | 35.59%-31.6pp |
| Employer contribution / active EE | $7,776 | $1,564+397.3% | $2,420+221.4% | $2,755+182.3% |
| Participant deferral / active EE | $2,814 | $4,034-30.2% | $4,411-36.2% | $4,296-34.5% |
| Admin fee / account holder | $3,088 | $6,945-55.5% | $8,285-62.7% | $6,918-55.4% |