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 | $48,542 | $111,724-56.6% | $93,606-48.1% | $145,922-66.7% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 7.50% | 202.98%-195.5pp | 133.20%-125.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,010 | $3,090-34.9% | $2,420-16.9% | $4,660-56.9% |
| Participant deferral / active EE | $2,010 | $4,912-59.1% | $4,411-54.4% | $6,688-69.9% |
| Admin fee / account holder | $1,006 | $10,250-90.2% | $8,285-87.9% | $13,397-92.5% |