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 | $84,519 | $91,190-7.3% | $178,490-52.6% | $79,858+5.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.33% | 24.19%-16.9pp | 151.07%-143.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,247 | $3,256-31.0% | $5,011-55.1% | $2,471-9.0% |
| Participant deferral / active EE | $3,672 | $3,236+13.5% | $5,202-29.4% | $3,740-1.8% |
| Admin fee / account holder | $18,198 | $6,751+169.6% | $13,984+30.1% | $5,306+243.0% |