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 | $87,013 | $57,281+51.9% | $86,612+0.5% | $75,163+15.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.99% | 2670.75%-2662.8pp | 591.07%-583.1pp | 160.62%-152.6pp |
| Employer contribution / active EE | $9,187 | $2,314+297.0% | $3,022+204.0% | $2,670+244.1% |
| Participant deferral / active EE | $5,524 | $3,318+66.5% | $4,438+24.5% | $4,125+33.9% |
| Admin fee / account holder | $57,035 | $4,112+1287.1% | $5,614+915.9% | $5,651+909.3% |