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 | $127,512 | $85,202+49.7% | $172,739-26.2% | $72,985+74.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.01% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $8,525 | $3,324+156.4% | $5,143+65.8% | $2,440+249.4% |
| Participant deferral / active EE | $5,073 | $3,260+55.6% | $5,198-2.4% | $3,607+40.6% |
| Admin fee / account holder | $4,289 | $5,884-27.1% | $13,954-69.3% | $5,124-16.3% |