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 | $99,567 | $177,572-43.9% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.11% | 65.07%-57.0pp | 58.88%-50.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $6,422 | $4,810+33.5% | $4,305+49.2% | $4,299+49.4% |
| Participant deferral / active EE | $6,967 | $6,272+11.1% | $5,540+25.7% | $6,507+7.1% |
| Admin fee / account holder | $2,131 | $16,786-87.3% | $14,329-85.1% | $12,624-83.1% |