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 | $100,439 | $109,327-8.1% | $89,391+12.4% | $158,922-36.8% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 2.69% | 345.68%-343.0pp | 245.62%-242.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,937 | $3,170-38.9% | $2,586-25.1% | $4,761-59.3% |
| Participant deferral / active EE | $3,885 | $4,598-15.5% | $3,890-0.1% | $5,982-35.1% |
| Admin fee / account holder | $1,543 | $6,153-74.9% | $4,881-68.4% | $11,246-86.3% |