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 | $95,969 | $78,422+22.4% | $95,9520% | $79,858+20.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.03% | 19.37%-9.3pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $7,083 | $1,945+264.1% | $2,541+178.7% | $2,471+186.7% |
| Participant deferral / active EE | $1,829 | $3,440-46.8% | $4,167-56.1% | $3,740-51.1% |
| Admin fee / account holder | $5,650 | $5,622+0.5% | $6,795-16.9% | $5,306+6.5% |