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 | $157,832 | $89,753+75.9% | $107,525+46.8% | $84,808+86.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.74% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $7,732 | $3,113+148.3% | $3,754+106.0% | $2,631+193.9% |
| Participant deferral / active EE | $5,588 | $4,056+37.8% | $5,116+9.2% | $4,212+32.7% |
| Admin fee / account holder | $29,713 | $7,222+311.4% | $8,919+233.2% | $7,344+304.6% |