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 | $86,678 | $89,355-3.0% | $141,162-38.6% | $72,985+18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.71% | 111.85%-94.1pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $5,803 | $3,114+86.3% | $4,735+22.5% | $2,440+137.8% |
| Participant deferral / active EE | $3,958 | $5,418-26.9% | $6,709-41.0% | $3,607+9.7% |
| Admin fee / account holder | $2,670 | $5,958-55.2% | $10,261-74.0% | $5,124-47.9% |