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 | $95,550 | $69,207+38.1% | $64,056+49.2% | $139,434-31.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.26% | 45.88%-39.6pp | 33.69%-27.4pp | 372.94%-366.7pp |
| Employer contribution / active EE | $5,514 | $3,182+73.3% | $2,747+100.8% | $4,751+16.1% |
| Participant deferral / active EE | $3,676 | $4,682-21.5% | $3,880-5.3% | $6,710-45.2% |
| Admin fee / account holder | $22,243 | $4,244+424.1% | $3,068+625.0% | $11,403+95.1% |