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 | $124,199 | $72,277+71.8% | $101,248+22.7% | $79,858+55.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.88% | 22.30%-14.4pp | 46.47%-38.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $11,797 | $2,692+338.3% | $3,660+222.4% | $2,471+377.5% |
| Participant deferral / active EE | $2,660 | $3,282-19.0% | $4,370-39.1% | $3,740-28.9% |
| Admin fee / account holder | $24,231 | $4,400+450.7% | $5,945+307.5% | $5,306+356.6% |