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 | $123,471 | $61,605+100.4% | $112,229+10.0% | $75,163+64.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 5.71% | 28.47%-22.8pp | 30.20%-24.5pp | 160.62%-154.9pp |
| Employer contribution / active EE | $6,958 | $2,015+245.2% | $3,430+102.8% | $2,670+160.6% |
| Participant deferral / active EE | $6,416 | $3,108+106.4% | $4,798+33.7% | $4,125+55.5% |
| Admin fee / account holder | $487 | $4,862-90.0% | $7,748-93.7% | $5,651-91.4% |