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 | $45,770 | $202,432-77.4% | $169,368-73.0% | $139,434-67.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.73% | 531.74%-526.0pp | 405.60%-399.9pp | 372.94%-367.2pp |
| Employer contribution / active EE | $2,624 | $4,692-44.1% | $4,013-34.6% | $4,751-44.8% |
| Participant deferral / active EE | $4,225 | $6,938-39.1% | $6,221-32.1% | $6,710-37.0% |
| Admin fee / account holder | $205,320 | $10,708+1817.4% | $9,003+2180.5% | $11,403+1700.7% |