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 | $99,051 | $114,381-13.4% | $107,525-7.9% | $142,382-30.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.68% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $7,993 | $4,015+99.1% | $3,754+112.9% | $4,299+85.9% |
| Participant deferral / active EE | $8,583 | $5,564+54.2% | $5,116+67.8% | $6,507+31.9% |
| Admin fee / account holder | $6,469 | $9,860-34.4% | $8,919-27.5% | $12,624-48.8% |