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 | $22,967 | $127,065-81.9% | $113,168-79.7% | $142,382-83.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.05% | 24.03%-18.0pp | 24.27%-18.2pp | 217.08%-211.0pp |
| Employer contribution / active EE | $3,373 | $3,442-2.0% | $2,975+13.4% | $4,299-21.5% |
| Participant deferral / active EE | $4,414 | $5,716-22.8% | $5,107-13.6% | $6,507-32.2% |
| Admin fee / account holder | $8,692 | $15,736-44.8% | $12,068-28.0% | $12,624-31.1% |