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 | $111,212 | $48,795+127.9% | $65,493+69.8% | $84,808+31.1% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 8.53% | 20.20%-11.7pp | 982.45%-973.9pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,403 | $1,930+24.5% | $2,574-6.6% | $2,631-8.7% |
| Participant deferral / active EE | $5,053 | $2,928+72.5% | $3,961+27.6% | $4,212+20.0% |
| Admin fee / account holder | $45,640 | $3,877+1077.2% | $5,028+807.7% | $7,344+521.5% |