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 | $63,558 | $115,770-45.1% | $101,248-37.2% | $158,922-60.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.41% | 56.14%-53.7pp | 46.47%-44.1pp | 302.83%-300.4pp |
| Employer contribution / active EE | $7,870 | $4,175+88.5% | $3,660+115.1% | $4,761+65.3% |
| Participant deferral / active EE | $6,373 | $4,957+28.6% | $4,370+45.8% | $5,982+6.5% |
| Admin fee / account holder | $8,340 | $7,245+15.1% | $5,945+40.3% | $11,246-25.8% |