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 | $86,492 | $209,411-58.7% | $178,490-51.5% | $158,922-45.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.55% | 188.75%-186.2pp | 151.07%-148.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $4,851 | $5,706-15.0% | $5,011-3.2% | $4,761+1.9% |
| Participant deferral / active EE | $10,230 | $5,954+71.8% | $5,202+96.7% | $5,982+71.0% |
| Admin fee / account holder | $1,094 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |