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 | $155,920 | $201,272-22.5% | $184,203-15.4% | $145,922+6.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.66% | 29.00%-22.3pp | 28.81%-22.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,000 | $7,022-57.3% | $6,427-53.3% | $4,660-35.6% |
| Participant deferral / active EE | $4,101 | $9,806-58.2% | $9,131-55.1% | $6,688-38.7% |
| Admin fee / account holder | $5,109 | $16,364-68.8% | $13,901-63.2% | $13,397-61.9% |