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 | $125,482 | $80,717+55.5% | $154,803-18.9% | $84,808+48.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 4.64% | 37.96%-33.3pp | 58.88%-54.2pp | 40.90%-36.3pp |
| Employer contribution / active EE | $10,162 | $2,761+268.0% | $4,305+136.0% | $2,631+286.2% |
| Participant deferral / active EE | $6,199 | $3,303+87.7% | $5,540+11.9% | $4,212+47.2% |
| Admin fee / account holder | $163,994 | $6,746+2331.1% | $14,329+1044.5% | $7,344+2133.1% |