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 | $96,325 | $53,127+81.3% | $86,590+11.2% | $70,131+37.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.48% | 27.66%-15.2pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $3,959 | $2,068+91.4% | $2,839+39.4% | $2,342+69.0% |
| Participant deferral / active EE | $6,308 | $2,696+134.0% | $3,609+74.8% | $3,332+89.3% |
| Admin fee / account holder | $19,982 | $3,585+457.3% | $4,906+307.3% | $4,645+330.2% |