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 | $121,292 | $210,408-42.4% | $153,485-21.0% | $145,922-16.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.49% | 13.37%-6.9pp | 15.65%-9.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $3,093 | $6,048-48.9% | $5,039-38.6% | $4,660-33.6% |
| Participant deferral / active EE | $3,327 | $7,975-58.3% | $6,757-50.8% | $6,688-50.3% |
| Admin fee / account holder | $4,187 | $19,419-78.4% | $12,724-67.1% | $13,397-68.7% |