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 | $137,441 | $89,355+53.8% | $141,162-2.6% | $72,985+88.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.76% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,208 | $3,114-29.1% | $4,735-53.4% | $2,440-9.5% |
| Participant deferral / active EE | $5,814 | $5,418+7.3% | $6,709-13.3% | $3,607+61.2% |
| Admin fee / account holder | $7,572 | $5,958+27.1% | $10,261-26.2% | $5,124+47.8% |