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 | $61,440 | $30,400+102.1% | $53,898+14.0% | $84,808-27.6% |
| Participation rate | 92.1% | 46.4%+45.7pp | 55.0%+37.1pp | 68.3%+23.8pp |
| Annual return | 11.10% | 500.19%-489.1pp | 528.60%-517.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $838 | $603+39.0% | $932-10.1% | $2,631-68.2% |
| Participant deferral / active EE | $2,844 | $1,199+137.3% | $1,826+55.8% | $4,212-32.5% |
| Admin fee / account holder | $2,679 | $1,993+34.4% | $2,491+7.5% | $7,344-63.5% |