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 | $92,859 | $165,335-43.8% | $149,696-38.0% | $158,922-41.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.16% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $14,922 | $5,103+192.4% | $4,644+221.3% | $4,761+213.4% |
| Participant deferral / active EE | $8,933 | $7,181+24.4% | $6,842+30.6% | $5,982+49.3% |
| Admin fee / account holder | $78,500 | $10,807+626.4% | $9,309+743.3% | $11,246+598.0% |