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 | $49,813 | $89,355-44.3% | $141,162-64.7% | $72,985-31.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.47% | 111.85%-100.4pp | 71.39%-59.9pp | 81.00%-69.5pp |
| Employer contribution / active EE | $9,282 | $3,114+198.0% | $4,735+96.0% | $2,440+280.4% |
| Participant deferral / active EE | $8,620 | $5,418+59.1% | $6,709+28.5% | $3,607+138.9% |
| Admin fee / account holder | $520 | $5,958-91.3% | $10,261-94.9% | $5,124-89.9% |