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 | $79,243 | $150,440-47.3% | $136,294-41.9% | $147,584-46.3% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 5.44% | 1049.08%-1043.6pp | 5155.94%-5150.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $11,111 | $5,256+111.4% | $4,695+136.6% | $4,876+127.9% |
| Participant deferral / active EE | $7,725 | $6,630+16.5% | $6,247+23.7% | $5,439+42.0% |
| Admin fee / account holder | $2,155 | $10,905-80.2% | $9,243-76.7% | $10,885-80.2% |