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 | $134,247 | $89,355+50.2% | $141,162-4.9% | $72,985+83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.56% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,977 | $3,114-4.4% | $4,735-37.1% | $2,440+22.0% |
| Participant deferral / active EE | $4,170 | $5,418-23.0% | $6,709-37.8% | $3,607+15.6% |
| Admin fee / account holder | $909 | $5,958-84.7% | $10,261-91.1% | $5,124-82.3% |