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 | $133,711 | $81,248+64.6% | $155,509-14.0% | $80,856+65.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.98% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $7,193 | $3,100+132.0% | $4,672+53.9% | $2,755+161.1% |
| Participant deferral / active EE | $5,656 | $3,452+63.9% | $5,626+0.5% | $4,296+31.7% |
| Admin fee / account holder | $96,714 | $7,997+1109.3% | $15,912+507.8% | $6,918+1298.0% |