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 | $111,760 | $202,318-44.8% | $172,739-35.3% | $152,861-26.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.60% | 1029.65%-1026.0pp | 802.84%-799.2pp | 345.32%-341.7pp |
| Employer contribution / active EE | $2,713 | $5,856-53.7% | $5,143-47.2% | $4,762-43.0% |
| Participant deferral / active EE | $5,068 | $5,948-14.8% | $5,198-2.5% | $5,850-13.4% |
| Admin fee / account holder | $16,718 | $17,109-2.3% | $13,954+19.8% | $11,596+44.2% |