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 | $51,337 | $159,901-67.9% | $146,958-65.1% | $145,922-64.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.49% | 98.13%-92.6pp | 418.34%-412.8pp | 561.29%-555.8pp |
| Employer contribution / active EE | $3,316 | $5,286-37.3% | $4,933-32.8% | $4,660-28.8% |
| Participant deferral / active EE | $5,209 | $8,428-38.2% | $8,070-35.5% | $6,688-22.1% |
| Admin fee / account holder | $55,281 | $15,044+267.5% | $12,998+325.3% | $13,397+312.6% |