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 | $83,777 | $165,335-49.3% | $149,696-44.0% | $158,922-47.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.53% | 348.15%-345.6pp | 276.60%-274.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $6,943 | $5,103+36.1% | $4,644+49.5% | $4,761+45.8% |
| Participant deferral / active EE | $10,755 | $7,181+49.8% | $6,842+57.2% | $5,982+79.8% |
| Admin fee / account holder | $7,603 | $10,807-29.6% | $9,309-18.3% | $11,246-32.4% |