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 | $25,592 | $71,829-64.4% | $69,780-63.3% | $142,382-82.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 12.65% | 31.01%-18.4pp | 26.31%-13.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,376 | $4,385-23.0% | $4,168-19.0% | $4,299-21.5% |
| Participant deferral / active EE | $1,113 | $6,819-83.7% | $6,164-81.9% | $6,507-82.9% |
| Admin fee / account holder | $2,466 | $7,818-68.5% | $7,285-66.1% | $12,624-80.5% |