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 | $101,199 | $85,766+18.0% | $136,294-25.7% | $70,131+44.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.08% | 31.45%-18.4pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $607 | $2,966-79.5% | $4,695-87.1% | $2,342-74.1% |
| Participant deferral / active EE | $2,472 | $5,051-51.1% | $6,247-60.4% | $3,332-25.8% |
| Admin fee / account holder | $1,965 | $5,420-63.8% | $9,243-78.7% | $4,645-57.7% |