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 | $84,267 | $109,327-22.9% | $89,391-5.7% | $158,922-47.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.31% | 345.68%-342.4pp | 245.62%-242.3pp | 302.83%-299.5pp |
| Employer contribution / active EE | $10,259 | $3,170+223.7% | $2,586+296.8% | $4,761+115.5% |
| Participant deferral / active EE | $8,150 | $4,598+77.2% | $3,890+109.5% | $5,982+36.2% |
| Admin fee / account holder | $6,391 | $6,153+3.9% | $4,881+30.9% | $11,246-43.2% |