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 | $57,488 | $177,572-67.6% | $154,803-62.9% | $142,382-59.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.96% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $8,089 | $4,810+68.2% | $4,305+87.9% | $4,299+88.2% |
| Participant deferral / active EE | $7,650 | $6,272+22.0% | $5,540+38.1% | $6,507+17.6% |
| Admin fee / account holder | $11,823 | $16,786-29.6% | $14,329-17.5% | $12,624-6.3% |