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 | $55,565 | $102,605-45.8% | $145,661-61.9% | $84,808-34.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 6.21% | 26.50%-20.3pp | 101.46%-95.3pp | 40.90%-34.7pp |
| Employer contribution / active EE | $2,812 | $3,325-15.4% | $4,238-33.6% | $2,631+6.9% |
| Participant deferral / active EE | $3,377 | $5,750-41.3% | $7,198-53.1% | $4,212-19.8% |
| Admin fee / account holder | $16,535 | $8,758+88.8% | $12,466+32.6% | $7,344+125.2% |