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 | $84,061 | $117,841-28.7% | $102,423-17.9% | $145,922-42.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.33% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $5,265 | $3,615+45.7% | $3,023+74.2% | $4,660+13.0% |
| Participant deferral / active EE | $4,750 | $5,731-17.1% | $5,053-6.0% | $6,688-29.0% |
| Admin fee / account holder | $85,129 | $13,326+538.8% | $9,451+800.8% | $13,397+535.4% |