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 | $98,621 | $157,256-37.3% | $141,162-30.1% | $152,861-35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.94% | 64.32%-55.4pp | 71.39%-62.4pp | 345.32%-336.4pp |
| Employer contribution / active EE | $12,127 | $5,261+130.5% | $4,735+156.1% | $4,762+154.6% |
| Participant deferral / active EE | $6,779 | $7,109-4.6% | $6,709+1.0% | $5,850+15.9% |
| Admin fee / account holder | $2,941 | $12,120-75.7% | $10,261-71.3% | $11,596-74.6% |