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 | $85,254 | $122,239-30.3% | $184,203-53.7% | $74,495+14.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.73% | 19.95%-9.2pp | 28.81%-18.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $4,541 | $4,537+0.1% | $6,427-29.3% | $2,623+73.1% |
| Participant deferral / active EE | $9,095 | $7,139+27.4% | $9,131-0.4% | $4,346+109.3% |
| Admin fee / account holder | $6,050 | $1,260+380.3% | $13,901-56.5% | $1,942+211.6% |