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 | $82,564 | $209,411-60.6% | $178,490-53.7% | $158,922-48.0% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 2.42% | 188.75%-186.3pp | 151.07%-148.6pp | 302.83%-300.4pp |
| Employer contribution / active EE | $1,752 | $5,706-69.3% | $5,011-65.0% | $4,761-63.2% |
| Participant deferral / active EE | $4,107 | $5,954-31.0% | $5,202-21.0% | $5,982-31.3% |
| Admin fee / account holder | $1,170 | $17,074-93.1% | $13,984-91.6% | $11,246-89.6% |