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 | $124,517 | $214,378-41.9% | $200,582-37.9% | $142,382-12.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.57% | 46.41%-34.8pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,472 | $6,841-34.6% | $6,419-30.3% | $4,299+4.0% |
| Participant deferral / active EE | $3,786 | $9,865-61.6% | $9,331-59.4% | $6,507-41.8% |
| Admin fee / account holder | $57,081 | $17,692+222.6% | $16,305+250.1% | $12,624+352.2% |