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 | $86,762 | $209,411-58.6% | $178,490-51.4% | $158,922-45.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.96% | 188.75%-184.8pp | 151.07%-147.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,700 | $5,706-52.7% | $5,011-46.1% | $4,761-43.3% |
| Participant deferral / active EE | $7,366 | $5,954+23.7% | $5,202+41.6% | $5,982+23.1% |
| Admin fee / account holder | $1,702 | $17,074-90.0% | $13,984-87.8% | $11,246-84.9% |