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 | $59,400 | $106,584-44.3% | $101,326-41.4% | $142,382-58.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 5.89% | 36.93%-31.0pp | 36.82%-30.9pp | 217.08%-211.2pp |
| Employer contribution / active EE | $5,995 | $3,956+51.5% | $3,665+63.6% | $4,299+39.4% |
| Participant deferral / active EE | $11,910 | $8,297+43.5% | $7,994+49.0% | $6,507+83.0% |
| Admin fee / account holder | $49,941 | $11,446+336.3% | $11,185+346.5% | $12,624+295.6% |