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 | $93,101 | $198,466-53.1% | $170,442-45.4% | $147,584-36.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.52% | 257.29%-252.8pp | 205.93%-201.4pp | 578.55%-574.0pp |
| Employer contribution / active EE | $2,798 | $6,184-54.8% | $5,433-48.5% | $4,876-42.6% |
| Participant deferral / active EE | $5,999 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $7,568 | $16,852-55.1% | $13,880-45.5% | $10,885-30.5% |