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 | $115,128 | $89,355+28.8% | $141,162-18.4% | $72,985+57.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.48% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,525 | $3,114+13.2% | $4,735-25.5% | $2,440+44.5% |
| Participant deferral / active EE | $4,852 | $5,418-10.4% | $6,709-27.7% | $3,607+34.5% |
| Admin fee / account holder | $53,170 | $5,958+792.4% | $10,261+418.2% | $5,124+937.6% |