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 | $65,338 | $177,572-63.2% | $154,803-57.8% | $142,382-54.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.73% | 65.07%-55.3pp | 58.88%-49.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $5,100 | $4,810+6.0% | $4,305+18.4% | $4,299+18.6% |
| Participant deferral / active EE | $3,015 | $6,272-51.9% | $5,540-45.6% | $6,507-53.7% |
| Admin fee / account holder | $92,906 | $16,786+453.5% | $14,329+548.4% | $12,624+636.0% |