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 | $89,861 | $171,865-47.7% | $149,718-40.0% | $147,584-39.1% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 5.88% | 2113.22%-2107.3pp | 1501.63%-1495.7pp | 578.55%-572.7pp |
| Employer contribution / active EE | $2,206 | $6,275-64.8% | $5,445-59.5% | $4,876-54.8% |
| Participant deferral / active EE | $2,833 | $7,271-61.0% | $6,569-56.9% | $5,439-47.9% |
| Admin fee / account holder | $50,754 | $13,799+267.8% | $11,283+349.8% | $10,885+366.3% |