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 | $51,388 | $150,440-65.8% | $136,294-62.3% | $147,584-65.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 10.23% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $6,478 | $5,256+23.2% | $4,695+38.0% | $4,876+32.8% |
| Participant deferral / active EE | $3,010 | $6,630-54.6% | $6,247-51.8% | $5,439-44.7% |
| Admin fee / account holder | $1,843 | $10,905-83.1% | $9,243-80.1% | $10,885-83.1% |