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 | $80,384 | $115,882-30.6% | $100,516-20.0% | $158,922-49.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.80% | 34.79%-30.0pp | 30.89%-26.1pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,499 | $4,103+9.6% | $3,418+31.6% | $4,761-5.5% |
| Participant deferral / active EE | $6,902 | $6,674+3.4% | $6,270+10.1% | $5,982+15.4% |
| Admin fee / account holder | $3,815 | $10,995-65.3% | $8,081-52.8% | $11,246-66.1% |