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 | $90,124 | $105,998-15.0% | $92,233-2.3% | $147,584-38.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.94% | 50.05%-45.1pp | 176.28%-171.3pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,688 | $4,333-61.0% | $3,679-54.1% | $4,876-65.4% |
| Participant deferral / active EE | $8,704 | $4,478+94.4% | $3,897+123.4% | $5,439+60.0% |
| Admin fee / account holder | $3,298 | $6,332-47.9% | $5,194-36.5% | $10,885-69.7% |