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 | $65,692 | $162,781-59.6% | $133,956-51.0% | $158,922-58.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.84% | 41.94%-37.1pp | 45.09%-40.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,076 | $4,975-18.1% | $3,919+4.0% | $4,761-14.4% |
| Participant deferral / active EE | $6,787 | $5,911+14.8% | $5,048+34.5% | $5,982+13.5% |
| Admin fee / account holder | $150,252 | $11,736+1180.2% | $8,927+1583.1% | $11,246+1236.1% |