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 | $74,920 | $99,020-24.3% | $86,590-13.5% | $147,584-49.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.65% | 1312.34%-1305.7pp | 964.84%-958.2pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,610 | $3,132-16.7% | $2,839-8.1% | $4,876-46.5% |
| Participant deferral / active EE | $11,049 | $3,972+178.2% | $3,609+206.2% | $5,439+103.2% |
| Admin fee / account holder | $4,283 | $5,710-25.0% | $4,906-12.7% | $10,885-60.7% |