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 | $94,469 | $77,899+21.3% | $149,673-36.9% | $75,163+25.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.43% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $5,824 | $3,137+85.6% | $4,818+20.9% | $2,670+118.1% |
| Participant deferral / active EE | $4,557 | $3,411+33.6% | $5,680-19.8% | $4,125+10.5% |
| Admin fee / account holder | $82,724 | $5,956+1288.9% | $13,210+526.2% | $5,651+1363.9% |