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 | $118,039 | $171,865-31.3% | $149,718-21.2% | $147,584-20.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.84% | 2113.22%-2111.4pp | 1501.63%-1499.8pp | 578.55%-576.7pp |
| Employer contribution / active EE | $3,566 | $6,275-43.2% | $5,445-34.5% | $4,876-26.9% |
| Participant deferral / active EE | $10,474 | $7,271+44.1% | $6,569+59.4% | $5,439+92.6% |
| Admin fee / account holder | $3,500 | $13,799-74.6% | $11,283-69.0% | $10,885-67.8% |