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 | $49,370 | $106,584-53.7% | $101,326-51.3% | $142,382-65.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 6.92% | 36.93%-30.0pp | 36.82%-29.9pp | 217.08%-210.2pp |
| Employer contribution / active EE | $19,281 | $3,956+387.4% | $3,665+426.0% | $4,299+348.5% |
| Participant deferral / active EE | $5,799 | $8,297-30.1% | $7,994-27.5% | $6,507-10.9% |
| Admin fee / account holder | $157,413 | $11,446+1275.3% | $11,185+1307.4% | $12,624+1147.0% |