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 | $78,644 | $98,750-20.4% | $149,696-47.5% | $79,858-1.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.91% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,982 | $3,216+86.0% | $4,644+28.8% | $2,471+142.1% |
| Participant deferral / active EE | $5,981 | $5,680+5.3% | $6,842-12.6% | $3,740+59.9% |
| Admin fee / account holder | $2,385 | $6,053-60.6% | $9,309-74.4% | $5,306-55.0% |