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 | $144,328 | $98,750+46.2% | $149,696-3.6% | $79,858+80.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.98% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,410 | $3,216+37.1% | $4,644-5.0% | $2,471+78.5% |
| Participant deferral / active EE | $5,131 | $5,680-9.7% | $6,842-25.0% | $3,740+37.2% |
| Admin fee / account holder | $16,937 | $6,053+179.8% | $9,309+82.0% | $5,306+219.2% |