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 | $113,179 | $96,635+17.1% | $86,612+30.7% | $139,434-18.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 3.89% | 106.41%-102.5pp | 591.07%-587.2pp | 372.94%-369.1pp |
| Employer contribution / active EE | $743 | $3,263-77.2% | $3,022-75.4% | $4,751-84.4% |
| Participant deferral / active EE | $1,122 | $4,836-76.8% | $4,438-74.7% | $6,710-83.3% |
| Admin fee / account holder | $124,161 | $6,408+1837.6% | $5,614+2111.5% | $11,403+988.9% |