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 | $87,277 | $102,966-15.2% | $90,281-3.3% | $152,861-42.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.82% | 95.16%-88.3pp | 78.10%-71.3pp | 345.32%-338.5pp |
| Employer contribution / active EE | $16,388 | $3,139+422.1% | $2,854+474.1% | $4,762+244.1% |
| Participant deferral / active EE | $9,992 | $4,281+133.4% | $3,885+157.2% | $5,850+70.8% |
| Admin fee / account holder | $167,865 | $6,171+2620.4% | $5,351+3036.9% | $11,596+1347.6% |