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 | $55,949 | $124,281-55.0% | $109,143-48.7% | $167,490-66.6% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 5.17% | 26.04%-20.9pp | 25.75%-20.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $4,837 | $4,207+15.0% | $3,722+30.0% | $4,8370% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,824 | $7,970-77.1% | $6,752-73.0% | $12,309-85.2% |