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 | $80,408 | $179,726-55.3% | $156,263-48.5% | $142,382-43.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.42% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $4,944 | $5,069-2.5% | $4,333+14.1% | $4,299+15.0% |
| Participant deferral / active EE | $23,292 | $6,956+234.8% | $6,158+278.2% | $6,507+257.9% |
| Admin fee / account holder | $80,034 | $17,272+363.4% | $14,255+461.5% | $12,624+534.0% |