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 | $117,168 | $102,317+14.5% | $146,958-20.3% | $80,856+44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.76% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $9,390 | $3,713+152.9% | $4,933+90.4% | $2,755+240.9% |
| Participant deferral / active EE | $3,556 | $6,644-46.5% | $8,070-55.9% | $4,296-17.2% |
| Admin fee / account holder | $8,936 | $7,941+12.5% | $12,998-31.3% | $6,918+29.2% |