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 | $100,069 | $89,753+11.5% | $107,525-6.9% | $84,808+18.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.33% | 29.48%-17.1pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $16,553 | $3,113+431.7% | $3,754+341.0% | $2,631+529.1% |
| Participant deferral / active EE | $2,961 | $4,056-27.0% | $5,116-42.1% | $4,212-29.7% |
| Admin fee / account holder | $10,384 | $7,222+43.8% | $8,919+16.4% | $7,344+41.4% |