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 | $137,010 | $81,208+68.7% | $98,907+38.5% | $79,858+71.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.20% | 60.99%-53.8pp | 196.43%-189.2pp | 31.71%-24.5pp |
| Employer contribution / active EE | $3,466 | $1,960+76.8% | $2,689+28.9% | $2,471+40.3% |
| Participant deferral / active EE | $6,440 | $3,265+97.3% | $4,244+51.7% | $3,740+72.2% |
| Admin fee / account holder | $5,237 | $6,013-12.9% | $6,642-21.1% | $5,306-1.3% |