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 | $142,961 | $78,422+82.3% | $95,952+49.0% | $79,858+79.0% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 9.99% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,233 | $1,945-36.6% | $2,541-51.5% | $2,471-50.1% |
| Participant deferral / active EE | $5,802 | $3,440+68.7% | $4,167+39.2% | $3,740+55.1% |
| Admin fee / account holder | $20,854 | $5,622+270.9% | $6,795+206.9% | $5,306+293.0% |