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 | $137,776 | $77,634+77.5% | $156,549-12.0% | $62,891+119.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.72% | 50.32%-47.6pp | 32.23%-29.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $2,241 | $3,444-34.9% | $5,501-59.3% | $2,281-1.7% |
| Participant deferral / active EE | $3,336 | $3,045+9.5% | $4,871-31.5% | $3,203+4.2% |
| Admin fee / account holder | $1,147 | $5,561-79.4% | $13,027-91.2% | $4,296-73.3% |