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 | $153,563 | $81,248+89.0% | $155,509-1.3% | $80,856+89.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.21% | 33.31%-24.1pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $10,587 | $3,100+241.5% | $4,672+126.6% | $2,755+284.3% |
| Participant deferral / active EE | $7,327 | $3,452+112.3% | $5,626+30.2% | $4,296+70.6% |
| Admin fee / account holder | $5,651 | $7,997-29.3% | $15,912-64.5% | $6,918-18.3% |