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 | $79,425 | $116,175-31.6% | $93,606-15.1% | $152,861-48.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.47% | 35.96%-32.5pp | 32.76%-29.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,757 | $3,218-45.4% | $2,718-35.4% | $4,762-63.1% |
| Participant deferral / active EE | $3,697 | $4,603-19.7% | $4,069-9.1% | $5,850-36.8% |
| Admin fee / account holder | $1,557 | $10,748-85.5% | $7,888-80.3% | $11,596-86.6% |