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 | $104,481 | $77,899+34.1% | $149,673-30.2% | $75,163+39.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.82% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $6,780 | $3,137+116.1% | $4,818+40.7% | $2,670+154.0% |
| Participant deferral / active EE | $3,422 | $3,411+0.3% | $5,680-39.8% | $4,125-17.0% |
| Admin fee / account holder | $54,134 | $5,956+808.9% | $13,210+309.8% | $5,651+858.0% |