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 | $79,876 | $176,056-54.6% | $159,436-49.9% | $167,490-52.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.98% | 331.75%-328.8pp | 263.57%-260.6pp | 478.56%-475.6pp |
| Employer contribution / active EE | $7,931 | $5,297+49.7% | $4,829+64.2% | $4,837+63.9% |
| Participant deferral / active EE | $9,137 | $7,750+17.9% | $7,352+24.3% | $6,341+44.1% |
| Admin fee / account holder | $342,392 | $12,554+2627.4% | $10,799+3070.7% | $12,309+2681.6% |