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 | $143,794 | $81,460+76.5% | $103,333+39.2% | $80,856+77.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.78% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $5,980 | $3,105+92.6% | $3,868+54.6% | $2,755+117.1% |
| Participant deferral / active EE | $2,647 | $3,869-31.6% | $5,057-47.7% | $4,296-38.4% |
| Admin fee / account holder | $23,493 | $6,566+257.8% | $8,355+181.2% | $6,918+239.6% |