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 | $85,578 | $107,334-20.3% | $92,893-7.9% | $152,861-44.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.03% | 145.58%-137.6pp | 109.41%-101.4pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,548 | $4,221-63.3% | $3,653-57.6% | $4,762-67.5% |
| Participant deferral / active EE | $2,356 | $4,845-51.4% | $4,236-44.4% | $5,850-59.7% |
| Admin fee / account holder | $24,379 | $7,079+244.4% | $5,794+320.8% | $11,596+110.2% |