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 | $87,951 | $99,985-12.0% | $146,665-40.0% | $85,850+2.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.22% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,410 | $2,559-44.9% | $4,136-65.9% | $2,565-45.0% |
| Participant deferral / active EE | $6,655 | $4,006+66.1% | $5,506+20.9% | $3,952+68.4% |
| Admin fee / account holder | $11,287 | $7,702+46.5% | $10,280+9.8% | $6,260+80.3% |