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 | $88,308 | $126,574-30.2% | $106,213-16.9% | $145,922-39.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.02% | 224.79%-218.8pp | 116.14%-110.1pp | 561.29%-555.3pp |
| Employer contribution / active EE | $8,682 | $3,730+132.7% | $3,171+173.7% | $4,660+86.3% |
| Participant deferral / active EE | $3,920 | $5,724-31.5% | $5,016-21.8% | $6,688-41.4% |
| Admin fee / account holder | $2,116 | $17,304-87.8% | $11,033-80.8% | $13,397-84.2% |