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 | $102,479 | $63,346+61.8% | $92,233+11.1% | $70,131+46.1% |
| Participation rate | 95.0% | 68.7%+26.3pp | 76.5%+18.5pp | 69.5%+25.5pp |
| Annual return | 9.32% | 530.12%-520.8pp | 176.28%-167.0pp | 73.14%-63.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,786 | $2,854-37.4% | $3,897-54.2% | $3,332-46.4% |
| Admin fee / account holder | $10,764 | $3,840+180.3% | $5,194+107.3% | $4,645+131.7% |