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 | $66,248 | $90,745-27.0% | $130,231-49.1% | $75,163-11.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 3.15% | 34.45%-31.3pp | 38.77%-35.6pp | 160.62%-157.5pp |
| Employer contribution / active EE | $3,264 | $3,314-1.5% | $4,126-20.9% | $2,670+22.3% |
| Participant deferral / active EE | $3,300 | $5,362-38.5% | $6,799-51.5% | $4,125-20.0% |
| Admin fee / account holder | $10,705 | $6,331+69.1% | $6,020+77.8% | $5,651+89.4% |