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 | $87,593 | $176,812-50.5% | $146,665-40.3% | $167,490-47.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.86% | 24.03%-22.2pp | 22.74%-20.9pp | 478.56%-476.7pp |
| Employer contribution / active EE | $9,756 | $5,160+89.1% | $4,136+135.9% | $4,837+101.7% |
| Participant deferral / active EE | $7,597 | $6,440+18.0% | $5,506+38.0% | $6,341+19.8% |
| Admin fee / account holder | $1,429 | $13,259-89.2% | $10,280-86.1% | $12,309-88.4% |