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 | $93,213 | $159,602-41.6% | $150,045-37.9% | $142,382-34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.51% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $1,802 | $4,961-63.7% | $4,693-61.6% | $4,299-58.1% |
| Participant deferral / active EE | $2,662 | $8,310-68.0% | $7,997-66.7% | $6,507-59.1% |
| Admin fee / account holder | $225,610 | $14,846+1419.6% | $13,435+1579.3% | $12,624+1687.2% |