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 | $77,662 | $157,256-50.6% | $141,162-45.0% | $152,861-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.23% | 64.32%-50.1pp | 71.39%-57.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $14,299 | $5,261+171.8% | $4,735+202.0% | $4,762+200.3% |
| Participant deferral / active EE | $7,635 | $7,109+7.4% | $6,709+13.8% | $5,850+30.5% |
| Admin fee / account holder | $1,948 | $12,120-83.9% | $10,261-81.0% | $11,596-83.2% |