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 | $135,854 | $109,881+23.6% | $150,045-9.5% | $84,808+60.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.14% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $8,108 | $3,561+127.7% | $4,693+72.8% | $2,631+208.2% |
| Participant deferral / active EE | $9,993 | $6,636+50.6% | $7,997+25.0% | $4,212+137.3% |
| Admin fee / account holder | $888 | $8,568-89.6% | $13,435-93.4% | $7,344-87.9% |