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 | $75,950 | $102,317-25.8% | $146,958-48.3% | $80,856-6.1% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 11.03% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $6,276 | $3,713+69.0% | $4,933+27.2% | $2,755+127.8% |
| Participant deferral / active EE | $6,266 | $6,644-5.7% | $8,070-22.4% | $4,296+45.9% |
| Admin fee / account holder | $11,058 | $7,941+39.2% | $12,998-14.9% | $6,918+59.8% |