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 | $130,609 | $201,272-35.1% | $184,203-29.1% | $145,922-10.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.94% | 29.00%-27.1pp | 28.81%-26.9pp | 561.29%-559.3pp |
| Employer contribution / active EE | $3,611 | $7,022-48.6% | $6,427-43.8% | $4,660-22.5% |
| Participant deferral / active EE | $26,125 | $9,806+166.4% | $9,131+186.1% | $6,688+290.6% |
| Admin fee / account holder | $22,142 | $16,364+35.3% | $13,901+59.3% | $13,397+65.3% |