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 | $70,073 | $112,096-37.5% | $95,952-27.0% | $158,922-55.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.51% | 171.09%-167.6pp | 91.61%-88.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $4,006 | $3,198+25.3% | $2,541+57.6% | $4,761-15.9% |
| Participant deferral / active EE | $7,197 | $4,784+50.4% | $4,167+72.7% | $5,982+20.3% |
| Admin fee / account holder | $1,784 | $10,130-82.4% | $6,795-73.7% | $11,246-84.1% |