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 | $105,206 | $159,602-34.1% | $150,045-29.9% | $142,382-26.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.07% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $3,359 | $4,961-32.3% | $4,693-28.4% | $4,299-21.9% |
| Participant deferral / active EE | $5,875 | $8,310-29.3% | $7,997-26.5% | $6,507-9.7% |
| Admin fee / account holder | $54,723 | $14,846+268.6% | $13,435+307.3% | $12,624+333.5% |