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 | $97,190 | $177,572-45.3% | $154,803-37.2% | $142,382-31.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.99% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,806 | $4,810-20.9% | $4,305-11.6% | $4,299-11.5% |
| Participant deferral / active EE | $5,423 | $6,272-13.5% | $5,540-2.1% | $6,507-16.7% |
| Admin fee / account holder | $7,930 | $16,786-52.8% | $14,329-44.7% | $12,624-37.2% |