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 | $94,934 | $98,750-3.9% | $149,696-36.6% | $79,858+18.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.09% | 27.43%-20.3pp | 276.60%-269.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $5,173 | $3,216+60.8% | $4,644+11.4% | $2,471+109.4% |
| Participant deferral / active EE | $3,741 | $5,680-34.1% | $6,842-45.3% | $3,7400% |
| Admin fee / account holder | $4,935 | $6,053-18.5% | $9,309-47.0% | $5,306-7.0% |