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 | $106,989 | $176,056-39.2% | $159,436-32.9% | $167,490-36.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.01% | 331.75%-323.7pp | 263.57%-255.6pp | 478.56%-470.5pp |
| Employer contribution / active EE | $14,175 | $5,297+167.6% | $4,829+193.5% | $4,837+193.0% |
| Participant deferral / active EE | $7,582 | $7,750-2.2% | $7,352+3.1% | $6,341+19.6% |
| Admin fee / account holder | $3,942 | $12,554-68.6% | $10,799-63.5% | $12,309-68.0% |