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 | $78,840 | $159,901-50.7% | $146,958-46.4% | $145,922-46.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.69% | 98.13%-95.4pp | 418.34%-415.6pp | 561.29%-558.6pp |
| Employer contribution / active EE | $4,901 | $5,286-7.3% | $4,933-0.6% | $4,660+5.2% |
| Participant deferral / active EE | $13,422 | $8,428+59.3% | $8,070+66.3% | $6,688+100.7% |
| Admin fee / account holder | $148,636 | $15,044+888.0% | $12,998+1043.5% | $13,397+1009.5% |