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 | $82,083 | $152,587-46.2% | $125,175-34.4% | $152,861-46.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.30% | 54.84%-49.5pp | 43.79%-38.5pp | 345.32%-340.0pp |
| Employer contribution / active EE | $13,166 | $4,946+166.2% | $3,865+240.6% | $4,762+176.5% |
| Participant deferral / active EE | $7,878 | $5,868+34.3% | $4,937+59.6% | $5,850+34.7% |
| Admin fee / account holder | $735 | $13,434-94.5% | $9,702-92.4% | $11,596-93.7% |