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 | $150,765 | $64,839+132.5% | $95,585+57.7% | $84,808+77.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.25% | -670.96%+682.2pp | 38.56%-27.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,667 | $1,759+108.5% | $2,527+45.1% | $2,631+39.4% |
| Participant deferral / active EE | $3,807 | $2,965+28.4% | $4,023-5.4% | $4,212-9.6% |
| Admin fee / account holder | $1,422 | $5,964-76.2% | $6,127-76.8% | $7,344-80.6% |