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 | $85,671 | $93,571-8.4% | $135,903-37.0% | $75,163+14.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.35% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,052 | $3,537-13.7% | $4,856-37.2% | $2,670+14.3% |
| Participant deferral / active EE | $8,360 | $6,404+30.5% | $7,758+7.8% | $4,125+102.7% |
| Admin fee / account holder | $32,968 | $6,975+372.6% | $10,762+206.3% | $5,651+483.4% |