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 | $126,718 | $91,190+39.0% | $178,490-29.0% | $79,858+58.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.18% | 24.19%-17.0pp | 151.07%-143.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $9,335 | $3,256+186.7% | $5,011+86.3% | $2,471+277.8% |
| Participant deferral / active EE | $4,538 | $3,236+40.2% | $5,202-12.8% | $3,740+21.3% |
| Admin fee / account holder | $6,342 | $6,751-6.1% | $13,984-54.6% | $5,306+19.5% |