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 | $132,835 | $78,422+69.4% | $95,952+38.4% | $79,858+66.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.76% | 19.37%-11.6pp | 91.61%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $4,371 | $1,945+124.7% | $2,541+72.0% | $2,471+76.9% |
| Participant deferral / active EE | $5,836 | $3,440+69.7% | $4,167+40.1% | $3,740+56.0% |
| Admin fee / account holder | $13,416 | $5,622+138.6% | $6,795+97.4% | $5,306+152.8% |