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 | $85,992 | $81,208+5.9% | $98,907-13.1% | $79,858+7.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.13% | 60.99%-53.9pp | 196.43%-189.3pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,613 | $1,960-17.7% | $2,689-40.0% | $2,471-34.7% |
| Participant deferral / active EE | $2,638 | $3,265-19.2% | $4,244-37.8% | $3,740-29.5% |
| Admin fee / account holder | $23,913 | $6,013+297.7% | $6,642+260.0% | $5,306+350.7% |