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 | $109,354 | $58,694+86.3% | $142,863-23.5% | $85,850+27.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 10.60% | 27.72%-17.1pp | 5637.54%-5626.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $6,909 | $1,423+385.6% | $4,144+66.7% | $2,565+169.3% |
| Participant deferral / active EE | $5,397 | $2,607+107.0% | $3,837+40.7% | $3,952+36.6% |
| Admin fee / account holder | $14,299 | $4,239+237.3% | $6,560+118.0% | $6,260+128.4% |