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 5-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 | $72,309 | $96,635-25.2% | $86,612-16.5% | $139,434-48.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.20% | 106.41%-96.2pp | 591.07%-580.9pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,427 | $3,263+5.0% | $3,022+13.4% | $4,751-27.9% |
| Participant deferral / active EE | $11,862 | $4,836+145.3% | $4,438+167.3% | $6,710+76.8% |
| Admin fee / account holder | $2,935 | $6,408-54.2% | $5,614-47.7% | $11,403-74.3% |