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 | $137,786 | $80,968+70.2% | $96,544+42.7% | $75,163+83.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.36% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $3,572 | $2,282+56.6% | $2,965+20.5% | $2,670+33.8% |
| Participant deferral / active EE | $10,797 | $3,928+174.9% | $4,851+122.6% | $4,125+161.7% |
| Admin fee / account holder | $48,652 | $6,724+623.5% | $8,252+489.6% | $5,651+761.0% |