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 | $66,689 | $105,181-36.6% | $159,436-58.2% | $85,850-22.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 5.68% | 45.07%-39.4pp | 263.57%-257.9pp | 318.53%-312.9pp |
| Employer contribution / active EE | $2,650 | $3,318-20.2% | $4,829-45.1% | $2,565+3.3% |
| Participant deferral / active EE | $10,652 | $5,945+79.2% | $7,352+44.9% | $3,952+169.5% |
| Admin fee / account holder | $10,064 | $6,933+45.1% | $10,799-6.8% | $6,260+60.8% |