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 | $110,770 | $88,751+24.8% | $81,812+35.4% | $145,922-24.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 2.43% | 1025.40%-1023.0pp | 773.79%-771.4pp | 561.29%-558.9pp |
| Employer contribution / active EE | $1,931 | $3,083-37.4% | $2,912-33.7% | $4,660-58.6% |
| Participant deferral / active EE | $5,231 | $4,643+12.7% | $4,319+21.1% | $6,688-21.8% |
| Admin fee / account holder | $816 | $8,415-90.3% | $7,386-88.9% | $13,397-93.9% |