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 | $77,091 | $109,413-29.5% | $156,263-50.7% | $84,808-9.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.22% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $12,457 | $2,907+328.5% | $4,333+187.5% | $2,631+373.5% |
| Participant deferral / active EE | $2,640 | $4,590-42.5% | $6,158-57.1% | $4,212-37.3% |
| Admin fee / account holder | $592 | $9,357-93.7% | $14,255-95.8% | $7,344-91.9% |