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 6-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 | $100,571 | $109,982-8.6% | $97,226+3.4% | $145,922-31.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.69% | 242.90%-239.2pp | 75.13%-71.4pp | 561.29%-557.6pp |
| Employer contribution / active EE | $20,518 | $3,084+565.3% | $2,729+651.9% | $4,660+340.3% |
| Participant deferral / active EE | $16,800 | $4,676+259.3% | $4,264+294.0% | $6,688+151.2% |
| Admin fee / account holder | $1,682 | $6,221-73.0% | $5,654-70.2% | $13,397-87.4% |