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 | $75,132 | $78,672-4.5% | $109,143-31.2% | $85,850-12.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -2.47% | 25.09%-27.6pp | 25.75%-28.2pp | 318.53%-321.0pp |
| Employer contribution / active EE | $10,264 | $2,735+275.3% | $3,722+175.8% | $2,565+300.2% |
| Participant deferral / active EE | $4,223 | $3,467+21.8% | $4,653-9.2% | $3,952+6.9% |
| Admin fee / account holder | $6,353 | $5,469+16.2% | $6,752-5.9% | $6,260+1.5% |