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 | $117,213 | $85,202+37.6% | $172,739-32.1% | $72,985+60.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.48% | 27.32%-18.8pp | 802.84%-794.4pp | 81.00%-72.5pp |
| Employer contribution / active EE | $2,030 | $3,324-38.9% | $5,143-60.5% | $2,440-16.8% |
| Participant deferral / active EE | $6,032 | $3,260+85.0% | $5,198+16.1% | $3,607+67.2% |
| Admin fee / account holder | $12,330 | $5,884+109.6% | $13,954-11.6% | $5,124+140.6% |