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 | $83,343 | $183,963-54.7% | $162,163-48.6% | $152,861-45.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.96% | 150.76%-145.8pp | 115.59%-110.6pp | 345.32%-340.4pp |
| Employer contribution / active EE | $2,144 | $6,371-66.3% | $5,614-61.8% | $4,762-55.0% |
| Participant deferral / active EE | $4,188 | $8,034-47.9% | $7,298-42.6% | $5,850-28.4% |
| Admin fee / account holder | $3,371 | $13,121-74.3% | $10,843-68.9% | $11,596-70.9% |