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 | $87,826 | $165,984-47.1% | $164,813-46.7% | $145,922-39.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.08% | 100.03%-96.0pp | 69.93%-65.9pp | 561.29%-557.2pp |
| Employer contribution / active EE | $23,093 | $5,273+338.0% | $4,341+432.0% | $4,660+395.6% |
| Participant deferral / active EE | $13,320 | $6,959+91.4% | $6,031+120.8% | $6,688+99.2% |
| Admin fee / account holder | $97,707 | $16,648+486.9% | $12,690+670.0% | $13,397+629.3% |