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 | $98,304 | $179,726-45.3% | $156,263-37.1% | $142,382-31.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.39% | 77.86%-70.5pp | 59.47%-52.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $6,241 | $5,069+23.1% | $4,333+44.0% | $4,299+45.2% |
| Participant deferral / active EE | $4,346 | $6,956-37.5% | $6,158-29.4% | $6,507-33.2% |
| Admin fee / account holder | $41,798 | $17,272+142.0% | $14,255+193.2% | $12,624+231.1% |