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 | $149,471 | $54,762+172.9% | $90,281+65.6% | $72,985+104.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.44% | 30.63%-27.2pp | 78.10%-74.7pp | 81.00%-77.6pp |
| Employer contribution / active EE | $4,892 | $2,092+133.8% | $2,854+71.4% | $2,440+100.5% |
| Participant deferral / active EE | $8,660 | $2,887+200.0% | $3,885+122.9% | $3,607+140.1% |
| Admin fee / account holder | $9,273 | $3,972+133.5% | $5,351+73.3% | $5,124+81.0% |