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 | $94,011 | $105,998-11.3% | $92,233+1.9% | $147,584-36.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 7.69% | 50.05%-42.4pp | 176.28%-168.6pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,758 | $4,333-36.4% | $3,679-25.0% | $4,876-43.4% |
| Participant deferral / active EE | $3,510 | $4,478-21.6% | $3,897-9.9% | $5,439-35.5% |
| Admin fee / account holder | $19,381 | $6,332+206.1% | $5,194+273.2% | $10,885+78.0% |