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 | $100,332 | $171,865-41.6% | $149,718-33.0% | $147,584-32.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.57% | 2113.22%-2105.6pp | 1501.63%-1494.1pp | 578.55%-571.0pp |
| Employer contribution / active EE | $2,863 | $6,275-54.4% | $5,445-47.4% | $4,876-41.3% |
| Participant deferral / active EE | $6,108 | $7,271-16.0% | $6,569-7.0% | $5,439+12.3% |
| Admin fee / account holder | $8,122 | $13,799-41.1% | $11,283-28.0% | $10,885-25.4% |