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 | $91,660 | $115,770-20.8% | $101,248-9.5% | $158,922-42.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.95% | 56.14%-51.2pp | 46.47%-41.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $4,433 | $4,175+6.2% | $3,660+21.1% | $4,761-6.9% |
| Participant deferral / active EE | $3,781 | $4,957-23.7% | $4,370-13.5% | $5,982-36.8% |
| Admin fee / account holder | $2,372 | $7,245-67.3% | $5,945-60.1% | $11,246-78.9% |