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 | $151,236 | $91,190+65.8% | $178,490-15.3% | $79,858+89.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.25% | 24.19%-17.9pp | 151.07%-144.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $8,194 | $3,256+151.7% | $5,011+63.5% | $2,471+231.6% |
| Participant deferral / active EE | $4,833 | $3,236+49.3% | $5,202-7.1% | $3,740+29.2% |
| Admin fee / account holder | $58,665 | $6,751+769.0% | $13,984+319.5% | $5,306+1005.6% |