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 | $80,312 | $177,572-54.8% | $154,803-48.1% | $142,382-43.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.91% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $4,442 | $4,810-7.7% | $4,305+3.2% | $4,299+3.3% |
| Participant deferral / active EE | $6,803 | $6,272+8.5% | $5,540+22.8% | $6,507+4.5% |
| Admin fee / account holder | $69,055 | $16,786+311.4% | $14,329+381.9% | $12,624+447.0% |