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 | $143,282 | $96,557+48.4% | $80,975+76.9% | $273,961-47.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.73% | 15.14%-13.4pp | 17.10%-15.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $15,665 | $4,868+221.8% | $3,714+321.7% | $4,869+221.7% |
| Participant deferral / active EE | $13,195 | $6,598+100.0% | $5,696+131.6% | $5,287+149.6% |
| Admin fee / account holder | $735 | $7,492-90.2% | $5,516-86.7% | $10,132-92.7% |