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 | $144,738 | $93,571+54.7% | $135,903+6.5% | $75,163+92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.80% | 30.90%-19.1pp | 68.23%-56.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,541 | $3,537+0.1% | $4,856-27.1% | $2,670+32.6% |
| Participant deferral / active EE | $9,649 | $6,404+50.7% | $7,758+24.4% | $4,125+133.9% |
| Admin fee / account holder | $2,274 | $6,975-67.4% | $10,762-78.9% | $5,651-59.8% |