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 | $82,174 | $171,865-52.2% | $149,718-45.1% | $147,584-44.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.12% | 2113.22%-2110.1pp | 1501.63%-1498.5pp | 578.55%-575.4pp |
| Employer contribution / active EE | $2,002 | $6,275-68.1% | $5,445-63.2% | $4,876-58.9% |
| Participant deferral / active EE | $2,959 | $7,271-59.3% | $6,569-55.0% | $5,439-45.6% |
| Admin fee / account holder | $5,241 | $13,799-62.0% | $11,283-53.5% | $10,885-51.9% |