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 | $106,726 | $165,335-35.4% | $149,696-28.7% | $158,922-32.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.15% | 348.15%-344.0pp | 276.60%-272.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,325 | $5,103-54.4% | $4,644-49.9% | $4,761-51.2% |
| Participant deferral / active EE | $3,603 | $7,181-49.8% | $6,842-47.3% | $5,982-39.8% |
| Admin fee / account holder | $15,338 | $10,807+41.9% | $9,309+64.8% | $11,246+36.4% |