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 | $92,213 | $217,402-57.6% | $185,823-50.4% | $167,490-44.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.51% | 148.36%-142.8pp | 122.05%-116.5pp | 478.56%-473.0pp |
| Employer contribution / active EE | $3,083 | $5,873-47.5% | $5,167-40.3% | $4,837-36.3% |
| Participant deferral / active EE | $4,555 | $6,356-28.3% | $5,568-18.2% | $6,341-28.2% |
| Admin fee / account holder | $4,929 | $19,811-75.1% | $16,237-69.6% | $12,309-60.0% |