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 | $146,617 | $85,766+71.0% | $136,294+7.6% | $70,131+109.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.82% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,269 | $2,966+10.2% | $4,695-30.4% | $2,342+39.6% |
| Participant deferral / active EE | $6,713 | $5,051+32.9% | $6,247+7.5% | $3,332+101.5% |
| Admin fee / account holder | $1,366 | $5,420-74.8% | $9,243-85.2% | $4,645-70.6% |