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 | $73,895 | $99,877-26.0% | $84,966-13.0% | $145,922-49.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.24% | 83.76%-76.5pp | 66.38%-59.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $6,015 | $3,231+86.1% | $2,727+120.5% | $4,660+29.1% |
| Participant deferral / active EE | $7,812 | $5,291+47.7% | $4,519+72.9% | $6,688+16.8% |
| Admin fee / account holder | $6,678 | $7,248-7.9% | $6,149+8.6% | $13,397-50.2% |