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 | $84,974 | $177,572-52.1% | $154,803-45.1% | $142,382-40.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.30% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,243 | $4,810-53.4% | $4,305-47.9% | $4,299-47.8% |
| Participant deferral / active EE | $3,331 | $6,272-46.9% | $5,540-39.9% | $6,507-48.8% |
| Admin fee / account holder | $45,309 | $16,786+169.9% | $14,329+216.2% | $12,624+258.9% |