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 | $93,780 | $165,984-43.5% | $164,813-43.1% | $145,922-35.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 7.72% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $24,017 | $5,273+355.5% | $4,341+453.3% | $4,660+415.4% |
| Participant deferral / active EE | $3,370 | $6,959-51.6% | $6,031-44.1% | $6,688-49.6% |
| Admin fee / account holder | $3,208 | $16,648-80.7% | $12,690-74.7% | $13,397-76.1% |