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 | $65,768 | $159,602-58.8% | $150,045-56.2% | $142,382-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.83% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,323 | $4,961-53.2% | $4,693-50.5% | $4,299-46.0% |
| Participant deferral / active EE | $7,049 | $8,310-15.2% | $7,997-11.9% | $6,507+8.3% |
| Admin fee / account holder | $5,747 | $14,846-61.3% | $13,435-57.2% | $12,624-54.5% |