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 | $32,318 | $99,020-67.4% | $86,590-62.7% | $147,584-78.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.98% | 1312.34%-1304.4pp | 964.84%-956.9pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,473 | $3,132-21.0% | $2,839-12.9% | $4,876-49.3% |
| Participant deferral / active EE | $4,308 | $3,972+8.4% | $3,609+19.4% | $5,439-20.8% |
| Admin fee / account holder | $1,176 | $5,710-79.4% | $4,906-76.0% | $10,885-89.2% |