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 | $70,706 | $228,332-69.0% | $185,823-61.9% | $158,922-55.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.69% | 40.80%-39.1pp | 35.95%-34.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $3,099 | $4,967-37.6% | $4,087-24.2% | $4,761-34.9% |
| Participant deferral / active EE | $4,933 | $6,415-23.1% | $5,632-12.4% | $5,982-17.5% |
| Admin fee / account holder | $20,139 | $11,864+69.7% | $9,500+112.0% | $11,246+79.1% |