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 | $93,197 | $114,381-18.5% | $107,525-13.3% | $142,382-34.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.33% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $4,211 | $4,015+4.9% | $3,754+12.2% | $4,299-2.1% |
| Participant deferral / active EE | $3,976 | $5,564-28.5% | $5,116-22.3% | $6,507-38.9% |
| Admin fee / account holder | $2,213 | $9,860-77.6% | $8,919-75.2% | $12,624-82.5% |