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 | $88,488 | $209,411-57.7% | $178,490-50.4% | $158,922-44.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.42% | 188.75%-188.3pp | 151.07%-150.6pp | 302.83%-302.4pp |
| Employer contribution / active EE | $5,690 | $5,706-0.3% | $5,011+13.6% | $4,761+19.5% |
| Participant deferral / active EE | $5,181 | $5,954-13.0% | $5,202-0.4% | $5,982-13.4% |
| Admin fee / account holder | $1,618 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |