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 | $145,659 | $91,407+59.4% | $135,903+7.2% | $71,457+103.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.13% | 29.90%-15.8pp | 68.23%-54.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $5,079 | $3,703+37.2% | $4,856+4.6% | $2,588+96.3% |
| Participant deferral / active EE | $6,639 | $7,092-6.4% | $7,758-14.4% | $4,289+54.8% |
| Admin fee / account holder | $10,197 | $1,266+705.6% | $10,762-5.3% | $1,587+542.4% |