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 | $99,968 | $91,190+9.6% | $178,490-44.0% | $79,858+25.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.67% | 24.19%-18.5pp | 151.07%-145.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,459 | $3,256-55.2% | $5,011-70.9% | $2,471-41.0% |
| Participant deferral / active EE | $3,008 | $3,236-7.1% | $5,202-42.2% | $3,740-19.6% |
| Admin fee / account holder | $61,222 | $6,751+806.9% | $13,984+337.8% | $5,306+1053.8% |