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 | $76,959 | $177,572-56.7% | $154,803-50.3% | $142,382-45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.11% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,563 | $4,810-67.5% | $4,305-63.7% | $4,299-63.7% |
| Participant deferral / active EE | $6,617 | $6,272+5.5% | $5,540+19.4% | $6,507+1.7% |
| Admin fee / account holder | $1,965 | $16,786-88.3% | $14,329-86.3% | $12,624-84.4% |