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 | $86,370 | $110,257-21.7% | $96,544-10.5% | $139,434-38.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 0.06% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,883 | $3,620-20.3% | $2,965-2.8% | $4,751-39.3% |
| Participant deferral / active EE | $10,233 | $5,548+84.5% | $4,851+111.0% | $6,710+52.5% |
| Admin fee / account holder | $22,413 | $11,591+93.4% | $8,252+171.6% | $11,403+96.6% |