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 | $35,851 | $179,726-80.1% | $156,263-77.1% | $142,382-74.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.76% | 77.86%-71.1pp | 59.47%-52.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,428 | $5,069-52.1% | $4,333-44.0% | $4,299-43.5% |
| Participant deferral / active EE | $5,858 | $6,956-15.8% | $6,158-4.9% | $6,507-10.0% |
| Admin fee / account holder | $7,973 | $17,272-53.8% | $14,255-44.1% | $12,624-36.8% |