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 | $90,987 | $115,770-21.4% | $101,248-10.1% | $158,922-42.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.35% | 56.14%-50.8pp | 46.47%-41.1pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,898 | $4,175-54.5% | $3,660-48.1% | $4,761-60.1% |
| Participant deferral / active EE | $9,838 | $4,957+98.5% | $4,370+125.1% | $5,982+64.5% |
| Admin fee / account holder | $4,245 | $7,245-41.4% | $5,945-28.6% | $11,246-62.3% |