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 | $87,032 | $179,726-51.6% | $156,263-44.3% | $142,382-38.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.02% | 77.86%-69.8pp | 59.47%-51.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $7,500 | $5,069+48.0% | $4,333+73.1% | $4,299+74.5% |
| Participant deferral / active EE | $4,438 | $6,956-36.2% | $6,158-27.9% | $6,507-31.8% |
| Admin fee / account holder | $444 | $17,272-97.4% | $14,255-96.9% | $12,624-96.5% |