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 | $77,829 | $103,376-24.7% | $87,100-10.6% | $152,861-49.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 9.55% | 28.10%-18.5pp | 28.19%-18.6pp | 345.32%-335.8pp |
| Employer contribution / active EE | $2,343 | $3,220-27.3% | $2,521-7.1% | $4,762-50.8% |
| Participant deferral / active EE | $3,019 | $4,778-36.8% | $4,049-25.4% | $5,850-48.4% |
| Admin fee / account holder | $1,913 | $12,205-84.3% | $7,497-74.5% | $11,596-83.5% |