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 | $133,765 | $63,346+111.2% | $92,233+45.0% | $70,131+90.7% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 10.39% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $3,643 | $2,471+47.4% | $3,679-1.0% | $2,342+55.5% |
| Participant deferral / active EE | $2,678 | $2,854-6.1% | $3,897-31.3% | $3,332-19.6% |
| Admin fee / account holder | $4,455 | $3,840+16.0% | $5,194-14.2% | $4,645-4.1% |