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 | $95,492 | $124,319-23.2% | $111,297-14.2% | $167,490-43.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.19% | 37.44%-31.2pp | 54.65%-48.5pp | 478.56%-472.4pp |
| Employer contribution / active EE | $7,272 | $3,435+111.7% | $2,731+166.3% | $4,837+50.3% |
| Participant deferral / active EE | $8,475 | $5,180+63.6% | $4,487+88.9% | $6,341+33.7% |
| Admin fee / account holder | $18,462 | $10,618+73.9% | $7,964+131.8% | $12,309+50.0% |