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 | $61,180 | $70,756-13.5% | $65,493-6.6% | $142,382-57.0% |
| Participation rate | 76.5% | 77.4%-0.9pp | 73.1%+3.4pp | 80.1%-3.6pp |
| Annual return | 10.80% | 1754.89%-1744.1pp | 982.45%-971.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,060 | $2,881+6.2% | $2,574+18.9% | $4,299-28.8% |
| Participant deferral / active EE | $1,709 | $4,637-63.1% | $3,961-56.8% | $6,507-73.7% |
| Admin fee / account holder | $386 | $6,559-94.1% | $5,028-92.3% | $12,624-96.9% |