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 9-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 | $83,920 | $107,334-21.8% | $92,893-9.7% | $152,861-45.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 1.98% | 145.58%-143.6pp | 109.41%-107.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $14,735 | $4,221+249.1% | $3,653+303.4% | $4,762+209.4% |
| Participant deferral / active EE | $10,043 | $4,845+107.3% | $4,236+137.1% | $5,850+71.7% |
| Admin fee / account holder | $2,313 | $7,079-67.3% | $5,794-60.1% | $11,596-80.1% |