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 | $149,081 | $107,452+38.7% | $91,541+62.9% | $142,382+4.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 3.07% | 22.06%-19.0pp | 20.50%-17.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $6,070 | $2,994+102.7% | $2,505+142.4% | $4,299+41.2% |
| Participant deferral / active EE | $9,689 | $4,754+103.8% | $4,008+141.8% | $6,507+48.9% |
| Admin fee / account holder | $106,467 | $8,834+1105.2% | $6,956+1430.5% | $12,624+743.4% |