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 | $75,684 | $107,334-29.5% | $92,893-18.5% | $152,861-50.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.80% | 145.58%-135.8pp | 109.41%-99.6pp | 345.32%-335.5pp |
| Employer contribution / active EE | $6,484 | $4,221+53.6% | $3,653+77.5% | $4,762+36.1% |
| Participant deferral / active EE | $15,219 | $4,845+214.1% | $4,236+259.3% | $5,850+160.1% |
| Admin fee / account holder | $322 | $7,079-95.4% | $5,794-94.4% | $11,596-97.2% |