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 | $95,664 | $118,450-19.2% | $98,439-2.8% | $139,434-31.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.38% | 18.94%-18.6pp | 21.16%-20.8pp | 372.94%-372.6pp |
| Employer contribution / active EE | $4,757 | $3,609+31.8% | $3,048+56.1% | $4,751+0.1% |
| Participant deferral / active EE | $7,101 | $5,392+31.7% | $4,738+49.9% | $6,710+5.8% |
| Admin fee / account holder | $17,627 | $14,026+25.7% | $8,948+97.0% | $11,403+54.6% |