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 | $84,715 | $63,346+33.7% | $92,233-8.2% | $70,131+20.8% |
| Participation rate | 97.4% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+27.9pp |
| Annual return | 12.30% | 530.12%-517.8pp | 176.28%-164.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $9,545 | $2,471+286.3% | $3,679+159.4% | $2,342+307.5% |
| Participant deferral / active EE | $2,603 | $2,854-8.8% | $3,897-33.2% | $3,332-21.9% |
| Admin fee / account holder | $336 | $3,840-91.3% | $5,194-93.5% | $4,645-92.8% |