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 | $40,291 | $70,756-43.1% | $65,493-38.5% | $142,382-71.7% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 5.46% | 1754.89%-1749.4pp | 982.45%-977.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,529 | $2,881+57.2% | $2,574+76.0% | $4,299+5.4% |
| Participant deferral / active EE | $4,746 | $4,637+2.3% | $3,961+19.8% | $6,507-27.1% |
| Admin fee / account holder | $117,071 | $6,559+1684.9% | $5,028+2228.3% | $12,624+827.4% |