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 | $80,471 | $100,041-19.6% | $149,718-46.3% | $70,131+14.7% |
| Participation rate | 90.7% | 83.6%+7.2pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 8.42% | 27.43%-19.0pp | 1501.63%-1493.2pp | 73.14%-64.7pp |
| Employer contribution / active EE | $2,317 | $3,662-36.7% | $5,445-57.5% | $2,342-1.1% |
| Participant deferral / active EE | $4,588 | $4,983-7.9% | $6,569-30.2% | $3,332+37.7% |
| Admin fee / account holder | $21,111 | $8,286+154.8% | $11,283+87.1% | $4,645+354.5% |