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 | $104,296 | $157,256-33.7% | $141,162-26.1% | $152,861-31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.48% | 64.32%-50.8pp | 71.39%-57.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $15,250 | $5,261+189.9% | $4,735+222.1% | $4,762+220.2% |
| Participant deferral / active EE | $13,007 | $7,109+83.0% | $6,709+93.9% | $5,850+122.3% |
| Admin fee / account holder | $3,772 | $12,120-68.9% | $10,261-63.2% | $11,596-67.5% |