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 | $134,624 | $47,848+181.4% | $81,478+65.2% | $70,131+92.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.80% | 27.25%-14.5pp | 38.78%-26.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $13,982 | $1,527+815.6% | $2,568+444.6% | $2,342+496.9% |
| Participant deferral / active EE | $11,425 | $2,453+365.7% | $3,537+223.0% | $3,332+242.9% |
| Admin fee / account holder | $16,894 | $3,145+437.2% | $4,561+270.4% | $4,645+263.7% |