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 | $104,323 | $106,515-2.1% | $96,683+7.9% | $139,434-25.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.75% | 38.43%-28.7pp | 35.69%-25.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,846 | $4,103-6.3% | $3,737+2.9% | $4,751-19.0% |
| Participant deferral / active EE | $2,154 | $5,454-60.5% | $4,878-55.8% | $6,710-67.9% |
| Admin fee / account holder | $6,716 | $7,877-14.7% | $6,730-0.2% | $11,403-41.1% |