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 | $84,715 | $83,902+1.0% | $167,512-49.4% | $84,808-0.1% |
| Participation rate | 79.5% | 66.5%+13.0pp | 77.1%+2.4pp | 68.3%+11.2pp |
| Annual return | 13.02% | 91.55%-78.5pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,967 | $2,264+31.0% | $3,882-23.6% | $2,631+12.8% |
| Participant deferral / active EE | $6,300 | $4,442+41.8% | $6,405-1.6% | $4,212+49.6% |
| Admin fee / account holder | $17,121 | $7,915+116.3% | $9,769+75.3% | $7,344+133.1% |