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 | $54,947 | $228,332-75.9% | $185,823-70.4% | $158,922-65.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.64% | 40.80%-39.2pp | 35.95%-34.3pp | 302.83%-301.2pp |
| Employer contribution / active EE | $11,018 | $4,967+121.8% | $4,087+169.6% | $4,761+131.4% |
| Participant deferral / active EE | $5,799 | $6,415-9.6% | $5,632+3.0% | $5,982-3.1% |
| Admin fee / account holder | $2,195 | $11,864-81.5% | $9,500-76.9% | $11,246-80.5% |