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 | $77,155 | $89,355-13.7% | $141,162-45.3% | $72,985+5.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.37% | 111.85%-97.5pp | 71.39%-57.0pp | 81.00%-66.6pp |
| Employer contribution / active EE | $4,050 | $3,114+30.0% | $4,735-14.5% | $2,440+66.0% |
| Participant deferral / active EE | $6,659 | $5,418+22.9% | $6,709-0.7% | $3,607+84.6% |
| Admin fee / account holder | $1,408 | $5,958-76.4% | $10,261-86.3% | $5,124-72.5% |