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 | $85,762 | $96,635-11.3% | $86,612-1.0% | $139,434-38.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 10.19% | 106.41%-96.2pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $3,685 | $3,263+12.9% | $3,022+21.9% | $4,751-22.4% |
| Participant deferral / active EE | $5,439 | $4,836+12.5% | $4,438+22.6% | $6,710-19.0% |
| Admin fee / account holder | $12,193 | $6,408+90.3% | $5,614+117.2% | $11,403+6.9% |