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 6-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 | $93,745 | $118,450-20.9% | $98,439-4.8% | $139,434-32.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.97% | 18.94%-16.0pp | 21.16%-18.2pp | 372.94%-370.0pp |
| Employer contribution / active EE | $2,528 | $3,609-29.9% | $3,048-17.0% | $4,751-46.8% |
| Participant deferral / active EE | $5,137 | $5,392-4.7% | $4,738+8.4% | $6,710-23.4% |
| Admin fee / account holder | $2,323 | $14,026-83.4% | $8,948-74.0% | $11,403-79.6% |