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 | $92,231 | $118,849-22.4% | $96,562-4.5% | $167,490-44.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.69% | 50.49%-49.8pp | 37.78%-37.1pp | 478.56%-477.9pp |
| Employer contribution / active EE | $1,096 | $3,120-64.9% | $2,356-53.5% | $4,837-77.3% |
| Participant deferral / active EE | $13,000 | $4,616+181.6% | $3,849+237.8% | $6,341+105.0% |
| Admin fee / account holder | $3,918 | $8,065-51.4% | $6,181-36.6% | $12,309-68.2% |