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 | $126,786 | $159,901-20.7% | $146,958-13.7% | $145,922-13.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.60% | 98.13%-92.5pp | 418.34%-412.7pp | 561.29%-555.7pp |
| Employer contribution / active EE | $7,004 | $5,286+32.5% | $4,933+42.0% | $4,660+50.3% |
| Participant deferral / active EE | $6,406 | $8,428-24.0% | $8,070-20.6% | $6,688-4.2% |
| Admin fee / account holder | $2,902 | $15,044-80.7% | $12,998-77.7% | $13,397-78.3% |