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 6-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 | $120,538 | $81,460+48.0% | $103,333+16.6% | $80,856+49.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.75% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $6,951 | $3,105+123.8% | $3,868+79.7% | $2,755+152.3% |
| Participant deferral / active EE | $3,023 | $3,869-21.9% | $5,057-40.2% | $4,296-29.6% |
| Admin fee / account holder | $10,446 | $6,566+59.1% | $8,355+25.0% | $6,918+51.0% |