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 | $90,801 | $108,919-16.6% | $100,391-9.6% | $145,922-37.8% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 5.22% | 57.88%-52.7pp | 49.20%-44.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $4,013 | $4,419-9.2% | $3,942+1.8% | $4,660-13.9% |
| Participant deferral / active EE | $7,045 | $8,445-16.6% | $8,082-12.8% | $6,688+5.3% |
| Admin fee / account holder | $102,581 | $9,689+958.8% | $7,899+1198.6% | $13,397+665.7% |