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 9-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 | $92,303 | $150,440-38.6% | $136,294-32.3% | $147,584-37.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.93% | 1049.08%-1039.2pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,523 | $5,256-71.0% | $4,695-67.6% | $4,876-68.8% |
| Participant deferral / active EE | $3,602 | $6,630-45.7% | $6,247-42.3% | $5,439-33.8% |
| Admin fee / account holder | $1,169 | $10,905-89.3% | $9,243-87.4% | $10,885-89.3% |