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 | $87,819 | $210,648-58.3% | $177,989-50.7% | $145,922-39.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.48% | 385.86%-380.4pp | 294.48%-289.0pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,940 | $4,565-57.5% | $3,949-50.9% | $4,660-58.4% |
| Participant deferral / active EE | $2,631 | $6,958-62.2% | $6,276-58.1% | $6,688-60.7% |
| Admin fee / account holder | $85,920 | $12,013+615.2% | $10,363+729.1% | $13,397+541.3% |