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 | $145,930 | $78,422+86.1% | $95,952+52.1% | $79,858+82.7% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 5.61% | 19.37%-13.8pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $7,342 | $1,945+277.4% | $2,541+188.9% | $2,471+197.1% |
| Participant deferral / active EE | $4,559 | $3,440+32.5% | $4,167+9.4% | $3,740+21.9% |
| Admin fee / account holder | $2,946 | $5,622-47.6% | $6,795-56.6% | $5,306-44.5% |