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 | $121,135 | $81,248+49.1% | $155,509-22.1% | $80,856+49.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.79% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,463 | $3,100-20.6% | $4,672-47.3% | $2,755-10.6% |
| Participant deferral / active EE | $4,257 | $3,452+23.3% | $5,626-24.3% | $4,296-0.9% |
| Admin fee / account holder | $22,293 | $7,997+178.8% | $15,912+40.1% | $6,918+222.2% |