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 | $80,955 | $78,672+2.9% | $109,143-25.8% | $85,850-5.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 4.73% | 25.09%-20.4pp | 25.75%-21.0pp | 318.53%-313.8pp |
| Employer contribution / active EE | $15,901 | $2,735+481.4% | $3,722+327.2% | $2,565+519.9% |
| Participant deferral / active EE | $4,957 | $3,467+43.0% | $4,653+6.5% | $3,952+25.4% |
| Admin fee / account holder | $13,002 | $5,469+137.7% | $6,752+92.6% | $6,260+107.7% |