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 | $94,691 | $108,919-13.1% | $100,391-5.7% | $145,922-35.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.38% | 57.88%-54.5pp | 49.20%-45.8pp | 561.29%-557.9pp |
| Employer contribution / active EE | $4,625 | $4,419+4.7% | $3,942+17.3% | $4,660-0.7% |
| Participant deferral / active EE | $9,250 | $8,445+9.5% | $8,082+14.5% | $6,688+38.3% |
| Admin fee / account holder | $1,315 | $9,689-86.4% | $7,899-83.4% | $13,397-90.2% |