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 | $91,438 | $99,020-7.7% | $86,590+5.6% | $147,584-38.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.83% | 1312.34%-1304.5pp | 964.84%-957.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $5,739 | $3,132+83.2% | $2,839+102.1% | $4,876+17.7% |
| Participant deferral / active EE | $2,691 | $3,972-32.3% | $3,609-25.4% | $5,439-50.5% |
| Admin fee / account holder | $1,615 | $5,710-71.7% | $4,906-67.1% | $10,885-85.2% |