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 | $141,783 | $101,724+39.4% | $164,813-14.0% | $80,856+75.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.36% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,144 | $2,953+108.0% | $4,341+41.5% | $2,755+123.0% |
| Participant deferral / active EE | $5,042 | $4,477+12.6% | $6,031-16.4% | $4,296+17.4% |
| Admin fee / account holder | $8,308 | $8,227+1.0% | $12,690-34.5% | $6,918+20.1% |