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 | $97,493 | $106,515-8.5% | $96,683+0.8% | $139,434-30.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.26% | 38.43%-29.2pp | 35.69%-26.4pp | 372.94%-363.7pp |
| Employer contribution / active EE | $19,947 | $4,103+386.2% | $3,737+433.8% | $4,751+319.9% |
| Participant deferral / active EE | $13,125 | $5,454+140.7% | $4,878+169.1% | $6,710+95.6% |
| Admin fee / account holder | $15,018 | $7,877+90.7% | $6,730+123.2% | $11,403+31.7% |