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 | $125,704 | $67,606+85.9% | $82,313+52.7% | $70,131+79.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.64% | 21.57%-13.9pp | 25.88%-18.2pp | 73.14%-65.5pp |
| Employer contribution / active EE | $8,591 | $1,755+389.6% | $2,428+253.8% | $2,342+266.8% |
| Participant deferral / active EE | $2,122 | $2,987-29.0% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $21,437 | $4,512+375.1% | $5,608+282.3% | $4,645+361.5% |