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 | $99,228 | $105,181-5.7% | $159,436-37.8% | $85,850+15.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 8.38% | 45.07%-36.7pp | 263.57%-255.2pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,863 | $3,318+16.4% | $4,829-20.0% | $2,565+50.6% |
| Participant deferral / active EE | $7,905 | $5,945+33.0% | $7,352+7.5% | $3,952+100.1% |
| Admin fee / account holder | $26,656 | $6,933+284.5% | $10,799+146.8% | $6,260+325.8% |