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 | $98,278 | $209,411-53.1% | $178,490-44.9% | $158,922-38.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.09% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.7pp |
| Employer contribution / active EE | $7,961 | $5,706+39.5% | $5,011+58.9% | $4,761+67.2% |
| Participant deferral / active EE | $6,900 | $5,954+15.9% | $5,202+32.6% | $5,982+15.3% |
| Admin fee / account holder | $3,333 | $17,074-80.5% | $13,984-76.2% | $11,246-70.4% |