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 | $111,109 | $85,202+30.4% | $172,739-35.7% | $72,985+52.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.46% | 27.32%-12.9pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $8,995 | $3,324+170.6% | $5,143+74.9% | $2,440+268.7% |
| Participant deferral / active EE | $6,832 | $3,260+109.6% | $5,198+31.4% | $3,607+89.4% |
| Admin fee / account holder | $7,132 | $5,884+21.2% | $13,954-48.9% | $5,124+39.2% |