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 | $90,901 | $58,208+56.2% | $81,812+11.1% | $80,856+12.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.41% | 41.66%-31.2pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $14,562 | $2,340+522.3% | $2,912+400.0% | $2,755+428.6% |
| Participant deferral / active EE | $4,911 | $3,281+49.7% | $4,319+13.7% | $4,296+14.3% |
| Admin fee / account holder | $8,666 | $4,981+74.0% | $7,386+17.3% | $6,918+25.3% |