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 | $92,993 | $183,519-49.3% | $155,509-40.2% | $145,922-36.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.64% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.6pp |
| Employer contribution / active EE | $6,770 | $5,313+27.4% | $4,672+44.9% | $4,660+45.3% |
| Participant deferral / active EE | $4,210 | $6,462-34.9% | $5,626-25.2% | $6,688-37.1% |
| Admin fee / account holder | $1,472 | $19,313-92.4% | $15,912-90.7% | $13,397-89.0% |