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 | $75,130 | $60,124+25.0% | $90,404-16.9% | $79,858-5.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.67% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $3,559 | $2,068+72.1% | $3,262+9.1% | $2,471+44.0% |
| Participant deferral / active EE | $2,583 | $2,938-12.1% | $3,963-34.8% | $3,740-30.9% |
| Admin fee / account holder | $7,501 | $3,976+88.6% | $5,611+33.7% | $5,306+41.4% |