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 | $128,624 | $102,317+25.7% | $146,958-12.5% | $80,856+59.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.37% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,823 | $3,713+3.0% | $4,933-22.5% | $2,755+38.8% |
| Participant deferral / active EE | $6,700 | $6,644+0.8% | $8,070-17.0% | $4,296+56.0% |
| Admin fee / account holder | $50,066 | $7,941+530.5% | $12,998+285.2% | $6,918+623.7% |