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 | $108,432 | $83,902+29.2% | $167,512-35.3% | $84,808+27.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 11.70% | 91.55%-79.8pp | 1615.79%-1604.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,697 | $2,264-25.1% | $3,882-56.3% | $2,631-35.5% |
| Participant deferral / active EE | $4,189 | $4,442-5.7% | $6,405-34.6% | $4,212-0.5% |
| Admin fee / account holder | $3,310 | $7,915-58.2% | $9,769-66.1% | $7,344-54.9% |