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 | $79,299 | $127,065-37.6% | $113,168-29.9% | $142,382-44.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.45% | 24.03%-15.6pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,603 | $3,442-53.4% | $2,975-46.1% | $4,299-62.7% |
| Participant deferral / active EE | $5,912 | $5,716+3.4% | $5,107+15.8% | $6,507-9.1% |
| Admin fee / account holder | $20,451 | $15,736+30.0% | $12,068+69.5% | $12,624+62.0% |