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 | $99,971 | $217,402-54.0% | $185,823-46.2% | $167,490-40.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.55% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,986 | $5,873-66.2% | $5,167-61.6% | $4,837-58.9% |
| Participant deferral / active EE | $6,769 | $6,356+6.5% | $5,568+21.6% | $6,341+6.7% |
| Admin fee / account holder | $8,349 | $19,811-57.9% | $16,237-48.6% | $12,309-32.2% |