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 | $69,372 | $118,680-41.5% | $98,907-29.9% | $158,922-56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.41% | 372.35%-368.9pp | 196.43%-193.0pp | 302.83%-299.4pp |
| Employer contribution / active EE | $3,794 | $3,333+13.8% | $2,689+41.1% | $4,761-20.3% |
| Participant deferral / active EE | $8,464 | $5,088+66.3% | $4,244+99.4% | $5,982+41.5% |
| Admin fee / account holder | $12,641 | $10,131+24.8% | $6,642+90.3% | $11,246+12.4% |