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 | $82,834 | $103,376-19.9% | $87,100-4.9% | $152,861-45.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.54% | 28.10%-27.6pp | 28.19%-27.6pp | 345.32%-344.8pp |
| Employer contribution / active EE | $19,747 | $3,220+513.2% | $2,521+683.2% | $4,762+314.7% |
| Participant deferral / active EE | $12,500 | $4,778+161.6% | $4,049+208.8% | $5,850+113.7% |
| Admin fee / account holder | $16,436 | $12,205+34.7% | $7,497+119.2% | $11,596+41.7% |