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 | $143,697 | $117,381+22.4% | $99,443+44.5% | $152,861-6.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 4.74% | 31.87%-27.1pp | 30.72%-26.0pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,632 | $3,013-12.6% | $2,540+3.6% | $4,762-44.7% |
| Participant deferral / active EE | $3,216 | $4,086-21.3% | $3,619-11.1% | $5,850-45.0% |
| Admin fee / account holder | $14,843 | $7,631+94.5% | $6,250+137.5% | $11,596+28.0% |