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 | $87,299 | $117,381-25.6% | $99,443-12.2% | $152,861-42.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 1.71% | 31.87%-30.2pp | 30.72%-29.0pp | 345.32%-343.6pp |
| Employer contribution / active EE | $1,895 | $3,013-37.1% | $2,540-25.4% | $4,762-60.2% |
| Participant deferral / active EE | $5,177 | $4,086+26.7% | $3,619+43.1% | $5,850-11.5% |
| Admin fee / account holder | $1,332 | $7,631-82.5% | $6,250-78.7% | $11,596-88.5% |