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 | $97,305 | $176,056-44.7% | $159,436-39.0% | $167,490-41.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.50% | 331.75%-327.2pp | 263.57%-259.1pp | 478.56%-474.1pp |
| Employer contribution / active EE | $2,281 | $5,297-56.9% | $4,829-52.8% | $4,837-52.9% |
| Participant deferral / active EE | $5,697 | $7,750-26.5% | $7,352-22.5% | $6,341-10.2% |
| Admin fee / account holder | $3,387 | $12,554-73.0% | $10,799-68.6% | $12,309-72.5% |