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 | $113,650 | $135,952-16.4% | $123,892-8.3% | $273,961-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.22% | 56.63%-53.4pp | 47.52%-44.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,406 | $5,170-72.8% | $4,617-69.5% | $4,869-71.1% |
| Participant deferral / active EE | $3,080 | $6,343-51.4% | $5,984-48.5% | $5,287-41.7% |
| Admin fee / account holder | $90,515 | $9,817+822.0% | $8,357+983.1% | $10,132+793.4% |