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 | $36,639 | $159,901-77.1% | $146,958-75.1% | $145,922-74.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 5.55% | 98.13%-92.6pp | 418.34%-412.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $6,337 | $5,286+19.9% | $4,933+28.5% | $4,660+36.0% |
| Participant deferral / active EE | $3,163 | $8,428-62.5% | $8,070-60.8% | $6,688-52.7% |
| Admin fee / account holder | $587 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |