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 | $85,188 | $45,035+89.2% | $62,995+35.2% | $70,131+21.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.47% | 18.76%-8.3pp | 87.57%-77.1pp | 73.14%-62.7pp |
| Employer contribution / active EE | $8,814 | $2,051+329.7% | $2,759+219.5% | $2,342+276.3% |
| Participant deferral / active EE | $2,955 | $2,465+19.9% | $3,329-11.2% | $3,332-11.3% |
| Admin fee / account holder | $4,413 | $2,834+55.7% | $3,600+22.6% | $4,645-5.0% |