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 | $96,136 | $91,190+5.4% | $178,490-46.1% | $79,858+20.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.23% | 24.19%-18.0pp | 151.07%-144.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,844 | $3,256-43.4% | $5,011-63.2% | $2,471-25.4% |
| Participant deferral / active EE | $2,262 | $3,236-30.1% | $5,202-56.5% | $3,740-39.5% |
| Admin fee / account holder | $95,813 | $6,751+1319.2% | $13,984+585.2% | $5,306+1705.7% |