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 5-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 | $95,812 | $175,202-45.3% | $149,673-36.0% | $139,434-31.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.62% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $10,463 | $5,474+91.1% | $4,818+117.2% | $4,751+120.2% |
| Participant deferral / active EE | $7,845 | $6,519+20.4% | $5,680+38.1% | $6,710+16.9% |
| Admin fee / account holder | $35,729 | $16,150+121.2% | $13,210+170.5% | $11,403+213.3% |