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 | $60,417 | $158,398-61.9% | $126,539-52.3% | $142,382-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.21% | 593.76%-584.5pp | 425.95%-416.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,908 | $4,650-59.0% | $3,674-48.1% | $4,299-55.6% |
| Participant deferral / active EE | $1,711 | $4,767-64.1% | $4,083-58.1% | $6,507-73.7% |
| Admin fee / account holder | $2,883 | $6,918-58.3% | $6,065-52.5% | $12,624-77.2% |