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 | $69,692 | $217,402-67.9% | $185,823-62.5% | $167,490-58.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.61% | 148.36%-140.8pp | 122.05%-114.4pp | 478.56%-471.0pp |
| Employer contribution / active EE | $2,670 | $5,873-54.5% | $5,167-48.3% | $4,837-44.8% |
| Participant deferral / active EE | $8,525 | $6,356+34.1% | $5,568+53.1% | $6,341+34.4% |
| Admin fee / account holder | $120,866 | $19,811+510.1% | $16,237+644.4% | $12,309+881.9% |