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 | $109,071 | $58,208+87.4% | $81,812+33.3% | $80,856+34.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.79% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,167 | $2,340+78.1% | $2,912+43.1% | $2,755+51.3% |
| Participant deferral / active EE | $7,119 | $3,281+117.0% | $4,319+64.9% | $4,296+65.7% |
| Admin fee / account holder | $26,199 | $4,981+425.9% | $7,386+254.7% | $6,918+278.7% |