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 | $69,388 | $48,795+42.2% | $65,493+5.9% | $84,808-18.2% |
| Participation rate | 98.8% | 67.0%+31.8pp | 73.1%+25.7pp | 68.3%+30.5pp |
| Annual return | 9.57% | 20.20%-10.6pp | 982.45%-972.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $13,127 | $1,930+580.3% | $2,574+410.0% | $2,631+399.0% |
| Participant deferral / active EE | $2,618 | $2,928-10.6% | $3,961-33.9% | $4,212-37.8% |
| Admin fee / account holder | $4,180 | $3,877+7.8% | $5,028-16.9% | $7,344-43.1% |