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 | $97,512 | $171,865-43.3% | $149,718-34.9% | $147,584-33.9% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 6.64% | 2113.22%-2106.6pp | 1501.63%-1495.0pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,974 | $6,275-52.6% | $5,445-45.4% | $4,876-39.0% |
| Participant deferral / active EE | $7,502 | $7,271+3.2% | $6,569+14.2% | $5,439+37.9% |
| Admin fee / account holder | $8,711 | $13,799-36.9% | $11,283-22.8% | $10,885-20.0% |