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 | $50,799 | $89,355-43.1% | $141,162-64.0% | $72,985-30.4% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 10.21% | 111.85%-101.6pp | 71.39%-61.2pp | 81.00%-70.8pp |
| Employer contribution / active EE | $7,928 | $3,114+154.6% | $4,735+67.4% | $2,440+224.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,451 | $5,958-42.1% | $10,261-66.4% | $5,124-32.7% |