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 | $77,350 | $107,934-28.3% | $91,989-15.9% | $152,861-49.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.60% | 89.24%-88.6pp | 69.02%-68.4pp | 345.32%-344.7pp |
| Employer contribution / active EE | $7,360 | $4,210+74.8% | $3,452+113.2% | $4,762+54.6% |
| Participant deferral / active EE | $5,211 | $6,364-18.1% | $5,923-12.0% | $5,850-10.9% |
| Admin fee / account holder | $13,442 | $10,520+27.8% | $7,743+73.6% | $11,596+15.9% |