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 | $100,799 | $117,841-14.5% | $102,423-1.6% | $145,922-30.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.92% | 31.65%-24.7pp | 29.32%-22.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $5,428 | $3,615+50.2% | $3,023+79.5% | $4,660+16.5% |
| Participant deferral / active EE | $10,097 | $5,731+76.2% | $5,053+99.8% | $6,688+51.0% |
| Admin fee / account holder | $35,297 | $13,326+164.9% | $9,451+273.5% | $13,397+163.5% |