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 | $39,278 | $102,317-61.6% | $146,958-73.3% | $80,856-51.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.14% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $7,927 | $3,713+113.5% | $4,933+60.7% | $2,755+187.7% |
| Participant deferral / active EE | $4,653 | $6,644-30.0% | $8,070-42.3% | $4,296+8.3% |
| Admin fee / account holder | $596 | $7,941-92.5% | $12,998-95.4% | $6,918-91.4% |