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 | $91,281 | $95,266-4.2% | $82,389+10.8% | $142,382-35.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 7.23% | 25.74%-18.5pp | 28.67%-21.4pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,782 | $2,991-7.0% | $2,517+10.5% | $4,299-35.3% |
| Participant deferral / active EE | $27,184 | $4,809+465.3% | $4,155+554.3% | $6,507+317.7% |
| Admin fee / account holder | $157,473 | $8,563+1738.9% | $7,231+2077.9% | $12,624+1147.4% |