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 | $148,530 | $109,413+35.8% | $156,263-4.9% | $84,808+75.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 9.66% | 20.18%-10.5pp | 59.47%-49.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $8,584 | $2,907+195.3% | $4,333+98.1% | $2,631+226.3% |
| Participant deferral / active EE | $7,221 | $4,590+57.3% | $6,158+17.3% | $4,212+71.5% |
| Admin fee / account holder | $2,448 | $9,357-73.8% | $14,255-82.8% | $7,344-66.7% |