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 | $109,351 | $77,634+40.9% | $156,549-30.1% | $62,891+73.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.78% | 50.32%-46.5pp | 32.23%-28.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $4,816 | $3,444+39.8% | $5,501-12.5% | $2,281+111.1% |
| Participant deferral / active EE | $4,156 | $3,045+36.5% | $4,871-14.7% | $3,203+29.7% |
| Admin fee / account holder | $1,038 | $5,561-81.3% | $13,027-92.0% | $4,296-75.8% |