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 | $144,496 | $54,705+164.1% | $71,209+102.9% | $84,808+70.4% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 4.77% | 35.90%-31.1pp | 282.51%-277.7pp | 40.90%-36.1pp |
| Employer contribution / active EE | $4,428 | $2,158+105.2% | $2,721+62.8% | $2,631+68.3% |
| Participant deferral / active EE | $7,525 | $3,030+148.3% | $4,175+80.2% | $4,212+78.7% |
| Admin fee / account holder | $43,539 | $4,863+795.2% | $5,349+714.0% | $7,344+492.9% |