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 | $123,995 | $102,317+21.2% | $146,958-15.6% | $80,856+53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.94% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,483 | $3,713+47.7% | $4,933+11.1% | $2,755+99.0% |
| Participant deferral / active EE | $9,439 | $6,644+42.1% | $8,070+17.0% | $4,296+119.7% |
| Admin fee / account holder | $51,541 | $7,941+549.0% | $12,998+296.5% | $6,918+645.0% |