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 | $89,366 | $202,318-55.8% | $172,739-48.3% | $152,861-41.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.88% | 1029.65%-1021.8pp | 802.84%-795.0pp | 345.32%-337.4pp |
| Employer contribution / active EE | $8,525 | $5,856+45.6% | $5,143+65.8% | $4,762+79.0% |
| Participant deferral / active EE | $9,168 | $5,948+54.1% | $5,198+76.4% | $5,850+56.7% |
| Admin fee / account holder | $1,757 | $17,109-89.7% | $13,954-87.4% | $11,596-84.8% |