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 | $83,079 | $89,753-7.4% | $107,525-22.7% | $84,808-2.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 6.89% | 29.48%-22.6pp | 181.32%-174.4pp | 40.90%-34.0pp |
| Employer contribution / active EE | $5,329 | $3,113+71.2% | $3,754+42.0% | $2,631+102.5% |
| Participant deferral / active EE | $3,239 | $4,056-20.1% | $5,116-36.7% | $4,212-23.1% |
| Admin fee / account holder | $2,116 | $7,222-70.7% | $8,919-76.3% | $7,344-71.2% |