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 | $100,931 | $202,318-50.1% | $172,739-41.6% | $152,861-34.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.08% | 1029.65%-1026.6pp | 802.84%-799.8pp | 345.32%-342.2pp |
| Employer contribution / active EE | $3,584 | $5,856-38.8% | $5,143-30.3% | $4,762-24.7% |
| Participant deferral / active EE | $2,708 | $5,948-54.5% | $5,198-47.9% | $5,850-53.7% |
| Admin fee / account holder | $1,093 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |