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 | $132,408 | $48,795+171.4% | $65,493+102.2% | $84,808+56.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.52% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,633 | $1,930+36.5% | $2,574+2.3% | $2,631+0.1% |
| Participant deferral / active EE | $4,310 | $2,928+47.2% | $3,961+8.8% | $4,212+2.3% |
| Admin fee / account holder | $7,228 | $3,877+86.4% | $5,028+43.7% | $7,344-1.6% |