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 | $95,782 | $202,318-52.7% | $172,739-44.6% | $152,861-37.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.68% | 1029.65%-1026.0pp | 802.84%-799.2pp | 345.32%-341.6pp |
| Employer contribution / active EE | $5,548 | $5,856-5.3% | $5,143+7.9% | $4,762+16.5% |
| Participant deferral / active EE | $5,775 | $5,948-2.9% | $5,198+11.1% | $5,850-1.3% |
| Admin fee / account holder | $337 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |