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 | $75,880 | $113,339-33.1% | $94,993-20.1% | $147,584-48.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 2.46% | 20.77%-18.3pp | 27.12%-24.7pp | 578.55%-576.1pp |
| Employer contribution / active EE | $15,691 | $3,160+396.5% | $2,603+502.7% | $4,876+221.8% |
| Participant deferral / active EE | $11,250 | $3,777+197.8% | $3,317+239.2% | $5,439+106.9% |
| Admin fee / account holder | $535 | $6,063-91.2% | $4,960-89.2% | $10,885-95.1% |