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 | $132,374 | $101,724+30.1% | $164,813-19.7% | $80,856+63.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.75% | 16.72%-8.0pp | 69.93%-61.2pp | 35.59%-26.8pp |
| Employer contribution / active EE | $12,299 | $2,953+316.4% | $4,341+183.3% | $2,755+346.5% |
| Participant deferral / active EE | $10,578 | $4,477+136.3% | $6,031+75.4% | $4,296+146.2% |
| Admin fee / account holder | $15,388 | $8,227+87.0% | $12,690+21.3% | $6,918+122.4% |