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 | $94,625 | $93,071+1.7% | $74,583+26.9% | $273,961-65.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.14% | 26.18%-26.0pp | 20.47%-20.3pp | 41.45%-41.3pp |
| Employer contribution / active EE | $7,855 | $3,160+148.6% | $2,525+211.1% | $4,869+61.3% |
| Participant deferral / active EE | $7,848 | $4,160+88.6% | $3,458+126.9% | $5,287+48.4% |
| Admin fee / account holder | $1,516 | $5,272-71.3% | $4,138-63.4% | $10,132-85.0% |