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 | $53,880 | $93,571-42.4% | $135,903-60.4% | $75,163-28.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.37% | 30.90%-21.5pp | 68.23%-58.9pp | 160.62%-151.2pp |
| Employer contribution / active EE | $7,047 | $3,537+99.2% | $4,856+45.1% | $2,670+163.9% |
| Participant deferral / active EE | $6,461 | $6,404+0.9% | $7,758-16.7% | $4,125+56.6% |
| Admin fee / account holder | $33,579 | $6,975+381.4% | $10,762+212.0% | $5,651+494.2% |