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 | $126,403 | $98,750+28.0% | $149,696-15.6% | $79,858+58.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.73% | 27.43%-17.7pp | 276.60%-266.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $5,919 | $3,216+84.0% | $4,644+27.4% | $2,471+139.6% |
| Participant deferral / active EE | $6,004 | $5,680+5.7% | $6,842-12.2% | $3,740+60.5% |
| Admin fee / account holder | $588 | $6,053-90.3% | $9,309-93.7% | $5,306-88.9% |