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 9-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 | $114,145 | $109,881+3.9% | $150,045-23.9% | $84,808+34.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.30% | 28.25%-14.9pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,773 | $3,561+90.2% | $4,693+44.3% | $2,631+157.4% |
| Participant deferral / active EE | $17,729 | $6,636+167.2% | $7,997+121.7% | $4,212+321.0% |
| Admin fee / account holder | $49,731 | $8,568+480.4% | $13,435+270.2% | $7,344+577.2% |