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 | $119,228 | $48,795+144.3% | $65,493+82.0% | $84,808+40.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.37% | 20.20%-8.8pp | 982.45%-971.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,308 | $1,930-32.2% | $2,574-49.2% | $2,631-50.3% |
| Participant deferral / active EE | $2,093 | $2,928-28.5% | $3,961-47.2% | $4,212-50.3% |
| Admin fee / account holder | $14,592 | $3,877+276.4% | $5,028+190.2% | $7,344+98.7% |