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 | $74,519 | $175,202-57.5% | $149,673-50.2% | $139,434-46.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.29% | 166.71%-166.4pp | 134.42%-134.1pp | 372.94%-372.7pp |
| Employer contribution / active EE | $7,551 | $5,474+37.9% | $4,818+56.7% | $4,751+58.9% |
| Participant deferral / active EE | $5,411 | $6,519-17.0% | $5,680-4.7% | $6,710-19.4% |
| Admin fee / account holder | $171,342 | $16,150+960.9% | $13,210+1197.1% | $11,403+1402.7% |