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 | $154,905 | $109,413+41.6% | $156,263-0.9% | $84,808+82.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 10.42% | 20.18%-9.8pp | 59.47%-49.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,425 | $2,907-51.0% | $4,333-67.1% | $2,631-45.8% |
| Participant deferral / active EE | $4,789 | $4,590+4.3% | $6,158-22.2% | $4,212+13.7% |
| Admin fee / account holder | $22,751 | $9,357+143.2% | $14,255+59.6% | $7,344+209.8% |