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 | $85,035 | $201,272-57.8% | $184,203-53.8% | $145,922-41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.83% | 29.00%-23.2pp | 28.81%-23.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $4,040 | $7,022-42.5% | $6,427-37.1% | $4,660-13.3% |
| Participant deferral / active EE | $3,646 | $9,806-62.8% | $9,131-60.1% | $6,688-45.5% |
| Admin fee / account holder | $30,626 | $16,364+87.2% | $13,901+120.3% | $13,397+128.6% |