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 | $75,550 | $93,571-19.3% | $135,903-44.4% | $75,163+0.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.80% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $7,101 | $3,537+100.8% | $4,856+46.2% | $2,670+166.0% |
| Participant deferral / active EE | $8,987 | $6,404+40.3% | $7,758+15.8% | $4,125+117.9% |
| Admin fee / account holder | $3,600 | $6,975-48.4% | $10,762-66.5% | $5,651-36.3% |