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 | $87,280 | $115,882-24.7% | $100,516-13.2% | $158,922-45.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.77% | 34.79%-29.0pp | 30.89%-25.1pp | 302.83%-297.1pp |
| Employer contribution / active EE | $16,287 | $4,103+297.0% | $3,418+376.6% | $4,761+242.1% |
| Participant deferral / active EE | $7,283 | $6,674+9.1% | $6,270+16.2% | $5,982+21.7% |
| Admin fee / account holder | $1,559 | $10,995-85.8% | $8,081-80.7% | $11,246-86.1% |