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 | $135,565 | $109,881+23.4% | $150,045-9.7% | $84,808+59.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 8.03% | 28.25%-20.2pp | 62.55%-54.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $3,662 | $3,561+2.8% | $4,693-22.0% | $2,631+39.2% |
| Participant deferral / active EE | $8,028 | $6,636+21.0% | $7,997+0.4% | $4,212+90.6% |
| Admin fee / account holder | $26,140 | $8,568+205.1% | $13,435+94.6% | $7,344+256.0% |