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 | $132,400 | $102,828+28.8% | $105,387+25.6% | $152,861-13.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.01% | 20.85%-19.8pp | 26.82%-25.8pp | 345.32%-344.3pp |
| Employer contribution / active EE | $6,687 | $4,473+49.5% | $4,213+58.7% | $4,762+40.4% |
| Participant deferral / active EE | $3,215 | $5,465-41.2% | $5,502-41.6% | $5,850-45.1% |
| Admin fee / account holder | $53,521 | $8,683+516.4% | $6,559+716.1% | $11,596+361.5% |