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 | $109,125 | $140,940-22.6% | $112,229-2.8% | $139,434-21.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.98% | 32.71%-29.7pp | 30.20%-27.2pp | 372.94%-370.0pp |
| Employer contribution / active EE | $13,095 | $4,283+205.7% | $3,430+281.7% | $4,751+175.6% |
| Participant deferral / active EE | $7,475 | $5,874+27.3% | $4,798+55.8% | $6,710+11.4% |
| Admin fee / account holder | $82,117 | $9,954+725.0% | $7,748+959.8% | $11,403+620.2% |