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 | $111,082 | $183,963-39.6% | $162,163-31.5% | $152,861-27.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.41% | 150.76%-147.4pp | 115.59%-112.2pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,915 | $6,371-69.9% | $5,614-65.9% | $4,762-59.8% |
| Participant deferral / active EE | $6,894 | $8,034-14.2% | $7,298-5.5% | $5,850+17.8% |
| Admin fee / account holder | $3,458 | $13,121-73.6% | $10,843-68.1% | $11,596-70.2% |