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 | $66,067 | $179,726-63.2% | $156,263-57.7% | $142,382-53.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.51% | 77.86%-71.4pp | 59.47%-53.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $6,891 | $5,069+35.9% | $4,333+59.0% | $4,299+60.3% |
| Participant deferral / active EE | $13,959 | $6,956+100.7% | $6,158+126.7% | $6,507+114.5% |
| Admin fee / account holder | $77,039 | $17,272+346.0% | $14,255+440.4% | $12,624+510.3% |