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 | $146,609 | $102,966+42.4% | $90,281+62.4% | $152,861-4.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.22% | 95.16%-87.9pp | 78.10%-70.9pp | 345.32%-338.1pp |
| Employer contribution / active EE | $8,955 | $3,139+185.3% | $2,854+213.7% | $4,762+88.0% |
| Participant deferral / active EE | $6,489 | $4,281+51.6% | $3,885+67.0% | $5,850+10.9% |
| Admin fee / account holder | $87,102 | $6,171+1311.5% | $5,351+1527.7% | $11,596+651.1% |