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 | $145,782 | $71,050+105.2% | $93,606+55.7% | $80,856+80.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.41% | 11.26%-1.8pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $4,695 | $1,564+200.2% | $2,420+94.0% | $2,755+70.4% |
| Participant deferral / active EE | $5,148 | $4,034+27.6% | $4,411+16.7% | $4,296+19.8% |
| Admin fee / account holder | $34,444 | $6,945+396.0% | $8,285+315.7% | $6,918+397.9% |