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 | $121,454 | $54,705+122.0% | $71,209+70.6% | $84,808+43.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.60% | 35.90%-25.3pp | 282.51%-271.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $5,478 | $2,158+153.9% | $2,721+101.3% | $2,631+108.2% |
| Participant deferral / active EE | $9,283 | $3,030+206.3% | $4,175+122.3% | $4,212+120.4% |
| Admin fee / account holder | $75,601 | $4,863+1454.5% | $5,349+1313.4% | $7,344+929.5% |