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 | $149,350 | $115,770+29.0% | $101,248+47.5% | $158,922-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.27% | 56.14%-53.9pp | 46.47%-44.2pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,189 | $4,175-71.5% | $3,660-67.5% | $4,761-75.0% |
| Participant deferral / active EE | $5,211 | $4,957+5.1% | $4,370+19.2% | $5,982-12.9% |
| Admin fee / account holder | $16,055 | $7,245+121.6% | $5,945+170.0% | $11,246+42.8% |