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 | $127,738 | $81,460+56.8% | $103,333+23.6% | $80,856+58.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.53% | 25.55%-16.0pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $7,263 | $3,105+133.9% | $3,868+87.8% | $2,755+163.6% |
| Participant deferral / active EE | $8,676 | $3,869+124.3% | $5,057+71.6% | $4,296+102.0% |
| Admin fee / account holder | $16,508 | $6,566+151.4% | $8,355+97.6% | $6,918+138.6% |