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 | $93,782 | $106,515-12.0% | $96,683-3.0% | $139,434-32.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.67% | 38.43%-29.8pp | 35.69%-27.0pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,625 | $4,103+12.7% | $3,737+23.8% | $4,751-2.7% |
| Participant deferral / active EE | $11,780 | $5,454+116.0% | $4,878+141.5% | $6,710+75.6% |
| Admin fee / account holder | $987 | $7,877-87.5% | $6,730-85.3% | $11,403-91.3% |