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 | $53,931 | $159,602-66.2% | $150,045-64.1% | $142,382-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.65% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,369 | $4,961-32.1% | $4,693-28.2% | $4,299-21.6% |
| Participant deferral / active EE | $4,845 | $8,310-41.7% | $7,997-39.4% | $6,507-25.5% |
| Admin fee / account holder | $24,562 | $14,846+65.4% | $13,435+82.8% | $12,624+94.6% |