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 | $117,099 | $127,065-7.8% | $113,168+3.5% | $142,382-17.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.23% | 24.03%-16.8pp | 24.27%-17.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,150 | $3,442-66.6% | $2,975-61.3% | $4,299-73.2% |
| Participant deferral / active EE | $2,299 | $5,716-59.8% | $5,107-55.0% | $6,507-64.7% |
| Admin fee / account holder | $591 | $15,736-96.2% | $12,068-95.1% | $12,624-95.3% |