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 | $64,400 | $209,411-69.2% | $178,490-63.9% | $158,922-59.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.27% | 188.75%-190.0pp | 151.07%-152.3pp | 302.83%-304.1pp |
| Employer contribution / active EE | $2,702 | $5,706-52.6% | $5,011-46.1% | $4,761-43.2% |
| Participant deferral / active EE | $7,091 | $5,954+19.1% | $5,202+36.3% | $5,982+18.5% |
| Admin fee / account holder | $1,073 | $17,074-93.7% | $13,984-92.3% | $11,246-90.5% |