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 | $63,465 | $159,901-60.3% | $146,958-56.8% | $145,922-56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.31% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,412 | $5,286-35.5% | $4,933-30.8% | $4,660-26.8% |
| Participant deferral / active EE | $12,841 | $8,428+52.4% | $8,070+59.1% | $6,688+92.0% |
| Admin fee / account holder | $19,688 | $15,044+30.9% | $12,998+51.5% | $13,397+47.0% |