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 | $137,463 | $93,571+46.9% | $135,903+1.1% | $75,163+82.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.15% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,536 | $3,5370% | $4,856-27.2% | $2,670+32.5% |
| Participant deferral / active EE | $8,212 | $6,404+28.2% | $7,758+5.9% | $4,125+99.1% |
| Admin fee / account holder | $7,750 | $6,975+11.1% | $10,762-28.0% | $5,651+37.1% |