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 | $100,526 | $102,966-2.4% | $90,281+11.3% | $152,861-34.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.07% | 95.16%-92.1pp | 78.10%-75.0pp | 345.32%-342.2pp |
| Employer contribution / active EE | $5,504 | $3,139+75.4% | $2,854+92.8% | $4,762+15.6% |
| Participant deferral / active EE | $5,849 | $4,281+36.6% | $3,885+50.5% | $5,8500% |
| Admin fee / account holder | $17,638 | $6,171+185.8% | $5,351+229.6% | $11,596+52.1% |