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 | $79,981 | $124,319-35.7% | $111,297-28.1% | $167,490-52.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.76% | 37.44%-28.7pp | 54.65%-45.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $6,403 | $3,435+86.4% | $2,731+134.5% | $4,837+32.4% |
| Participant deferral / active EE | $6,240 | $5,180+20.4% | $4,487+39.1% | $6,341-1.6% |
| Admin fee / account holder | $61,255 | $10,618+476.9% | $7,964+669.2% | $12,309+397.6% |