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 | $83,060 | $100,773-17.6% | $88,946-6.6% | $142,382-41.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 5.74% | 70.18%-64.4pp | 57.82%-52.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $521 | $2,918-82.2% | $2,555-79.6% | $4,299-87.9% |
| Participant deferral / active EE | $2,460 | $5,230-53.0% | $4,581-46.3% | $6,507-62.2% |
| Admin fee / account holder | $47,431 | $9,693+389.3% | $8,261+474.2% | $12,624+275.7% |