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 | $87,808 | $90,503-3.0% | $78,689+11.6% | $273,961-67.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.33% | 75.60%-75.9pp | 62.18%-62.5pp | 41.45%-41.8pp |
| Employer contribution / active EE | $8,379 | $3,176+163.8% | $2,851+193.9% | $4,869+72.1% |
| Participant deferral / active EE | $1,310 | $3,901-66.4% | $3,517-62.8% | $5,287-75.2% |
| Admin fee / account holder | $8,533 | $5,263+62.1% | $4,510+89.2% | $10,132-15.8% |