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 | $83,299 | $165,335-49.6% | $149,696-44.4% | $158,922-47.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.88% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,906 | $5,103-43.1% | $4,644-37.4% | $4,761-39.0% |
| Participant deferral / active EE | $5,370 | $7,181-25.2% | $6,842-21.5% | $5,982-10.2% |
| Admin fee / account holder | $2,547 | $10,807-76.4% | $9,309-72.6% | $11,246-77.3% |