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 | $120,214 | $84,233+42.7% | $170,442-29.5% | $70,131+71.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.97% | 23.06%-11.1pp | 205.93%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,659 | $3,387-51.0% | $5,433-69.5% | $2,342-29.2% |
| Participant deferral / active EE | $3,393 | $3,086+10.0% | $4,939-31.3% | $3,332+1.8% |
| Admin fee / account holder | $2,020 | $5,698-64.6% | $13,880-85.4% | $4,645-56.5% |