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 | $137,249 | $85,766+60.0% | $136,294+0.7% | $70,131+95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.71% | 31.45%-22.7pp | 5155.94%-5147.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $5,533 | $2,966+86.5% | $4,695+17.8% | $2,342+136.2% |
| Participant deferral / active EE | $6,020 | $5,051+19.2% | $6,247-3.6% | $3,332+80.7% |
| Admin fee / account holder | $12,396 | $5,420+128.7% | $9,243+34.1% | $4,645+166.9% |