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 | $91,669 | $183,519-50.0% | $155,509-41.1% | $145,922-37.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,952 | $5,313-63.3% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $7,250 | $6,462+12.2% | $5,626+28.9% | $6,688+8.4% |
| Admin fee / account holder | $40,234 | $19,313+108.3% | $15,912+152.9% | $13,397+200.3% |