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 | $146,870 | $89,355+64.4% | $141,162+4.0% | $72,985+101.2% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 16.27% | 111.85%-95.6pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $8,022 | $3,114+157.6% | $4,735+69.4% | $2,440+228.8% |
| Participant deferral / active EE | $8,022 | $5,418+48.1% | $6,709+19.6% | $3,607+122.4% |
| Admin fee / account holder | $52,244 | $5,958+776.9% | $10,261+409.1% | $5,124+919.5% |