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 | $61,616 | $159,602-61.4% | $150,045-58.9% | $142,382-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.93% | 70.24%-67.3pp | 62.55%-59.6pp | 217.08%-214.1pp |
| Employer contribution / active EE | $2,679 | $4,961-46.0% | $4,693-42.9% | $4,299-37.7% |
| Participant deferral / active EE | $6,546 | $8,310-21.2% | $7,997-18.1% | $6,507+0.6% |
| Admin fee / account holder | $1,632 | $14,846-89.0% | $13,435-87.9% | $12,624-87.1% |