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 | $90,370 | $124,281-27.3% | $109,143-17.2% | $167,490-46.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.03% | 26.04%-17.0pp | 25.75%-16.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $14,092 | $4,207+234.9% | $3,722+278.6% | $4,837+191.3% |
| Participant deferral / active EE | $2,318 | $5,255-55.9% | $4,653-50.2% | $6,341-63.4% |
| Admin fee / account holder | $9,313 | $7,970+16.9% | $6,752+37.9% | $12,309-24.3% |