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 | $76,834 | $99,985-23.2% | $146,665-47.6% | $85,850-10.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 4.26% | 18.93%-14.7pp | 22.74%-18.5pp | 318.53%-314.3pp |
| Employer contribution / active EE | $7,074 | $2,559+176.5% | $4,136+71.0% | $2,565+175.8% |
| Participant deferral / active EE | $6,909 | $4,006+72.5% | $5,506+25.5% | $3,952+74.8% |
| Admin fee / account holder | $1,061 | $7,702-86.2% | $10,280-89.7% | $6,260-83.1% |