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 | $70,815 | $98,750-28.3% | $149,696-52.7% | $79,858-11.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 11.95% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,812 | $3,216+49.6% | $4,644+3.6% | $2,471+94.8% |
| Participant deferral / active EE | $6,503 | $5,680+14.5% | $6,842-5.0% | $3,740+73.9% |
| Admin fee / account holder | $2,242 | $6,053-63.0% | $9,309-75.9% | $5,306-57.7% |