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 | $118,121 | $85,202+38.6% | $172,739-31.6% | $72,985+61.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.20% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $9,987 | $3,324+200.4% | $5,143+94.2% | $2,440+309.3% |
| Participant deferral / active EE | $6,448 | $3,260+97.8% | $5,198+24.1% | $3,607+78.7% |
| Admin fee / account holder | $691 | $5,884-88.3% | $13,954-95.0% | $5,124-86.5% |