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 | $94,022 | $198,466-52.6% | $170,442-44.8% | $147,584-36.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.05% | 257.29%-249.2pp | 205.93%-197.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,828 | $6,184-54.3% | $5,433-47.9% | $4,876-42.0% |
| Participant deferral / active EE | $4,334 | $5,629-23.0% | $4,939-12.3% | $5,439-20.3% |
| Admin fee / account holder | $12,464 | $16,852-26.0% | $13,880-10.2% | $10,885+14.5% |