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 | $141,811 | $76,367+85.7% | $93,606+51.5% | $72,985+94.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 1.13% | 25.82%-24.7pp | 32.76%-31.6pp | 81.00%-79.9pp |
| Employer contribution / active EE | $6,859 | $2,275+201.5% | $2,718+152.4% | $2,440+181.1% |
| Participant deferral / active EE | $3,320 | $3,538-6.2% | $4,069-18.4% | $3,607-8.0% |
| Admin fee / account holder | $849 | $6,838-87.6% | $7,888-89.2% | $5,124-83.4% |