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 9-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 | $85,252 | $175,202-51.3% | $149,673-43.0% | $139,434-38.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.52% | 166.71%-160.2pp | 134.42%-127.9pp | 372.94%-366.4pp |
| Employer contribution / active EE | $9,137 | $5,474+66.9% | $4,818+89.7% | $4,751+92.3% |
| Participant deferral / active EE | $3,822 | $6,519-41.4% | $5,680-32.7% | $6,710-43.0% |
| Admin fee / account holder | $5,195 | $16,150-67.8% | $13,210-60.7% | $11,403-54.4% |