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 | $79,159 | $176,056-55.0% | $159,436-50.4% | $167,490-52.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.92% | 331.75%-327.8pp | 263.57%-259.6pp | 478.56%-474.6pp |
| Employer contribution / active EE | $2,975 | $5,297-43.8% | $4,829-38.4% | $4,837-38.5% |
| Participant deferral / active EE | $6,803 | $7,750-12.2% | $7,352-7.5% | $6,341+7.3% |
| Admin fee / account holder | $6,781 | $12,554-46.0% | $10,799-37.2% | $12,309-44.9% |