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 | $82,513 | $54,705+50.8% | $71,209+15.9% | $84,808-2.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.51% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,402 | $2,158+57.6% | $2,721+25.0% | $2,631+29.3% |
| Participant deferral / active EE | $5,112 | $3,030+68.7% | $4,175+22.4% | $4,212+21.4% |
| Admin fee / account holder | $19,672 | $4,863+304.5% | $5,349+267.8% | $7,344+167.9% |