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 | $86,572 | $107,334-19.3% | $92,893-6.8% | $152,861-43.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.34% | 145.58%-142.2pp | 109.41%-106.1pp | 345.32%-342.0pp |
| Employer contribution / active EE | $3,891 | $4,221-7.8% | $3,653+6.5% | $4,762-18.3% |
| Participant deferral / active EE | $7,885 | $4,845+62.7% | $4,236+86.1% | $5,850+34.8% |
| Admin fee / account holder | $19,265 | $7,079+172.1% | $5,794+232.5% | $11,596+66.1% |