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 | $88,633 | $48,795+81.6% | $65,493+35.3% | $84,808+4.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.60% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,125 | $1,930+61.9% | $2,574+21.4% | $2,631+18.8% |
| Participant deferral / active EE | $4,936 | $2,928+68.6% | $3,961+24.6% | $4,212+17.2% |
| Admin fee / account holder | $1,271 | $3,877-67.2% | $5,028-74.7% | $7,344-82.7% |