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 | $77,657 | $117,983-34.2% | $101,794-23.7% | $142,382-45.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.13% | 36.92%-29.8pp | 30.53%-23.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,022 | $2,773-27.1% | $2,289-11.7% | $4,299-53.0% |
| Participant deferral / active EE | $3,583 | $4,714-24.0% | $4,084-12.3% | $6,507-44.9% |
| Admin fee / account holder | $5,963 | $10,433-42.8% | $8,777-32.1% | $12,624-52.8% |