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 | $76,300 | $148,534-48.6% | $135,903-43.9% | $139,434-45.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.90% | 79.19%-69.3pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $6,228 | $5,243+18.8% | $4,856+28.3% | $4,751+31.1% |
| Participant deferral / active EE | $7,712 | $8,100-4.8% | $7,758-0.6% | $6,710+14.9% |
| Admin fee / account holder | $17,701 | $12,400+42.8% | $10,762+64.5% | $11,403+55.2% |