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 | $101,872 | $65,365+55.9% | $92,893+9.7% | $72,985+39.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.99% | 42.10%-38.1pp | 109.41%-105.4pp | 81.00%-77.0pp |
| Employer contribution / active EE | $7,654 | $2,594+195.0% | $3,653+109.5% | $2,440+213.7% |
| Participant deferral / active EE | $4,989 | $3,128+59.5% | $4,236+17.8% | $3,607+38.3% |
| Admin fee / account holder | $1,078 | $4,251-74.6% | $5,794-81.4% | $5,124-79.0% |