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 | $56,376 | $144,119-60.9% | $117,854-52.2% | $147,584-61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.65% | 531.15%-528.5pp | 335.08%-332.4pp | 578.55%-575.9pp |
| Employer contribution / active EE | $3,028 | $4,896-38.2% | $3,786-20.0% | $4,876-37.9% |
| Participant deferral / active EE | $6,294 | $5,316+18.4% | $4,482+40.4% | $5,439+15.7% |
| Admin fee / account holder | $18,084 | $10,886+66.1% | $8,020+125.5% | $10,885+66.1% |