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 | $140,518 | $98,750+42.3% | $149,696-6.1% | $79,858+76.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.85% | 27.43%-23.6pp | 276.60%-272.7pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,839 | $3,216-42.8% | $4,644-60.4% | $2,471-25.6% |
| Participant deferral / active EE | $5,459 | $5,680-3.9% | $6,842-20.2% | $3,740+46.0% |
| Admin fee / account holder | $36,249 | $6,053+498.9% | $9,309+289.4% | $5,306+583.1% |