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 | $132,774 | $65,365+103.1% | $92,893+42.9% | $72,985+81.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.38% | 42.10%-40.7pp | 109.41%-108.0pp | 81.00%-79.6pp |
| Employer contribution / active EE | $8,824 | $2,594+240.1% | $3,653+141.6% | $2,440+261.6% |
| Participant deferral / active EE | $6,598 | $3,128+110.9% | $4,236+55.7% | $3,607+82.9% |
| Admin fee / account holder | $17,294 | $4,251+306.8% | $5,794+198.5% | $5,124+237.5% |