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 | $60,482 | $214,378-71.8% | $200,582-69.8% | $142,382-57.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.28% | 46.41%-41.1pp | 42.33%-37.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $7,528 | $6,841+10.0% | $6,419+17.3% | $4,299+75.1% |
| Participant deferral / active EE | $7,804 | $9,865-20.9% | $9,331-16.4% | $6,507+19.9% |
| Admin fee / account holder | $30,946 | $17,692+74.9% | $16,305+89.8% | $12,624+145.1% |