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 | $123,987 | $67,411+83.9% | $91,001+36.2% | $70,131+76.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.92% | -40.16%+52.1pp | 4.60%+7.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $10,144 | $1,786+468.0% | $2,456+313.1% | $2,342+333.0% |
| Participant deferral / active EE | $4,937 | $2,823+74.9% | $3,547+39.2% | $3,332+48.2% |
| Admin fee / account holder | $6,057 | $4,236+43.0% | $5,417+11.8% | $4,645+30.4% |