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 | $138,172 | $201,272-31.4% | $184,203-25.0% | $145,922-5.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.39% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $6,350 | $7,022-9.6% | $6,427-1.2% | $4,660+36.3% |
| Participant deferral / active EE | $7,896 | $9,806-19.5% | $9,131-13.5% | $6,688+18.1% |
| Admin fee / account holder | $1,008 | $16,364-93.8% | $13,901-92.7% | $13,397-92.5% |