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 | $136,073 | $80,717+68.6% | $154,803-12.1% | $84,808+60.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.48% | 37.96%-28.5pp | 58.88%-49.4pp | 40.90%-31.4pp |
| Employer contribution / active EE | $3,206 | $2,761+16.1% | $4,305-25.5% | $2,631+21.8% |
| Participant deferral / active EE | $4,760 | $3,303+44.1% | $5,540-14.1% | $4,212+13.0% |
| Admin fee / account holder | $2,257 | $6,746-66.5% | $14,329-84.2% | $7,344-69.3% |