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 | $91,526 | $159,901-42.8% | $146,958-37.7% | $145,922-37.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 9.57% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,307 | $5,286-18.5% | $4,933-12.7% | $4,660-7.6% |
| Participant deferral / active EE | $8,214 | $8,428-2.5% | $8,070+1.8% | $6,688+22.8% |
| Admin fee / account holder | $36,156 | $15,044+140.3% | $12,998+178.2% | $13,397+169.9% |