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 | $157,313 | $65,041+141.9% | $90,951+73.0% | $79,858+97.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.40% | 30.45%-24.0pp | 134.60%-128.2pp | 31.71%-25.3pp |
| Employer contribution / active EE | $6,689 | $1,247+436.3% | $2,122+215.2% | $2,471+170.7% |
| Participant deferral / active EE | $7,186 | $2,512+186.1% | $3,373+113.0% | $3,740+92.1% |
| Admin fee / account holder | $2,084 | $4,536-54.0% | $5,959-65.0% | $5,306-60.7% |