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 | $126,162 | $100,326+25.8% | $180,183-30.0% | $84,808+48.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 10.76% | 17.86%-7.1pp | 27.86%-17.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $5,382 | $3,269+64.6% | $5,039+6.8% | $2,631+104.6% |
| Participant deferral / active EE | $0 | $5,066-100.0% | $6,822-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,847 | $9,674-70.6% | $19,975-85.7% | $7,344-61.2% |