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 | $130,615 | $54,705+138.8% | $71,209+83.4% | $84,808+54.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.97% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $6,357 | $2,158+194.6% | $2,721+133.6% | $2,631+141.6% |
| Participant deferral / active EE | $6,065 | $3,030+100.1% | $4,175+45.3% | $4,212+44.0% |
| Admin fee / account holder | $17,223 | $4,863+254.1% | $5,349+222.0% | $7,344+134.5% |