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 | $66,149 | $112,096-41.0% | $95,952-31.1% | $158,922-58.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.64% | 171.09%-165.5pp | 91.61%-86.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $3,968 | $3,198+24.1% | $2,541+56.1% | $4,761-16.7% |
| Participant deferral / active EE | $10,601 | $4,784+121.6% | $4,167+154.4% | $5,982+77.2% |
| Admin fee / account holder | $1,744 | $10,130-82.8% | $6,795-74.3% | $11,246-84.5% |