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 | $98,103 | $227,553-56.9% | $189,557-48.2% | $167,490-41.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.86% | 78.40%-77.5pp | 64.17%-63.3pp | 478.56%-477.7pp |
| Employer contribution / active EE | $22,666 | $5,316+326.3% | $4,412+413.7% | $4,837+368.5% |
| Participant deferral / active EE | $26,500 | $7,002+278.5% | $6,174+329.2% | $6,341+317.9% |
| Admin fee / account holder | $54,242 | $11,878+356.7% | $9,807+453.1% | $12,309+340.7% |