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 | $100,927 | $106,515-5.2% | $96,683+4.4% | $139,434-27.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.22% | 38.43%-31.2pp | 35.69%-28.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,970 | $4,103-27.6% | $3,737-20.5% | $4,751-37.5% |
| Participant deferral / active EE | $5,000 | $5,454-8.3% | $4,878+2.5% | $6,710-25.5% |
| Admin fee / account holder | $30,255 | $7,877+284.1% | $6,730+349.6% | $11,403+165.3% |