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 | $110,373 | $124,881-11.6% | $209,409-47.3% | $116,875-5.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 9.47% | 14.56%-5.1pp | 159.49%-150.0pp | 16.29%-6.8pp |
| Employer contribution / active EE | $7,875 | $2,588+204.3% | $5,035+56.4% | $3,288+139.5% |
| Participant deferral / active EE | $5,337 | $3,793+40.7% | $4,230+26.2% | $3,885+37.4% |
| Admin fee / account holder | $18,456 | $12,933+42.7% | $16,474+12.0% | $12,263+50.5% |