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 | $88,254 | $114,047-22.6% | $96,139-8.2% | $167,490-47.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.15% | 189.88%-184.7pp | 191.94%-186.8pp | 478.56%-473.4pp |
| Employer contribution / active EE | $21,864 | $3,427+538.0% | $2,797+681.7% | $4,837+352.0% |
| Participant deferral / active EE | $20,046 | $5,194+286.0% | $4,349+361.0% | $6,341+216.1% |
| Admin fee / account holder | $1,268 | $6,897-81.6% | $5,537-77.1% | $12,309-89.7% |