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 | $77,046 | $80,717-4.5% | $154,803-50.2% | $84,808-9.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 5.91% | 37.96%-32.1pp | 58.88%-53.0pp | 40.90%-35.0pp |
| Employer contribution / active EE | $6,119 | $2,761+121.6% | $4,305+42.1% | $2,631+132.6% |
| Participant deferral / active EE | $4,205 | $3,303+27.3% | $5,540-24.1% | $4,212-0.2% |
| Admin fee / account holder | $33,738 | $6,746+400.1% | $14,329+135.4% | $7,344+359.4% |