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 | $79,915 | $107,334-25.5% | $92,893-14.0% | $152,861-47.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.49% | 145.58%-134.1pp | 109.41%-97.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $6,710 | $4,221+59.0% | $3,653+83.7% | $4,762+40.9% |
| Participant deferral / active EE | $5,065 | $4,845+4.5% | $4,236+19.6% | $5,850-13.4% |
| Admin fee / account holder | $18,511 | $7,079+161.5% | $5,794+219.5% | $11,596+59.6% |