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 | $98,412 | $85,202+15.5% | $172,739-43.0% | $72,985+34.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.61% | 27.32%-20.7pp | 802.84%-796.2pp | 81.00%-74.4pp |
| Employer contribution / active EE | $6,723 | $3,324+102.2% | $5,143+30.7% | $2,440+175.6% |
| Participant deferral / active EE | $3,774 | $3,260+15.8% | $5,198-27.4% | $3,607+4.6% |
| Admin fee / account holder | $1,003 | $5,884-83.0% | $13,954-92.8% | $5,124-80.4% |