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 | $137,383 | $93,571+46.8% | $135,903+1.1% | $75,163+82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.56% | 30.90%-21.3pp | 68.23%-58.7pp | 160.62%-151.1pp |
| Employer contribution / active EE | $8,810 | $3,537+149.1% | $4,856+81.4% | $2,670+230.0% |
| Participant deferral / active EE | $5,143 | $6,404-19.7% | $7,758-33.7% | $4,125+24.7% |
| Admin fee / account holder | $3,587 | $6,975-48.6% | $10,762-66.7% | $5,651-36.5% |