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 | $115,925 | $58,208+99.2% | $81,812+41.7% | $80,856+43.4% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 7.45% | 41.66%-34.2pp | 773.79%-766.3pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,742 | $2,340-25.6% | $2,912-40.2% | $2,755-36.8% |
| Participant deferral / active EE | $3,122 | $3,281-4.8% | $4,319-27.7% | $4,296-27.3% |
| Admin fee / account holder | $53,790 | $4,981+979.8% | $7,386+628.3% | $6,918+677.5% |