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 | $63,348 | $91,190-30.5% | $178,490-64.5% | $79,858-20.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.56% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $6,612 | $3,256+103.1% | $5,011+32.0% | $2,471+167.6% |
| Participant deferral / active EE | $4,141 | $3,236+28.0% | $5,202-20.4% | $3,740+10.7% |
| Admin fee / account holder | $22,182 | $6,751+228.6% | $13,984+58.6% | $5,306+318.0% |