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 | $51,722 | $106,890-51.6% | $84,015-38.4% | $152,861-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.55% | 104.99%-97.4pp | 71.31%-63.8pp | 345.32%-337.8pp |
| Employer contribution / active EE | $2,466 | $2,734-9.8% | $1,983+24.3% | $4,762-48.2% |
| Participant deferral / active EE | $3,939 | $4,011-1.8% | $3,239+21.6% | $5,850-32.7% |
| Admin fee / account holder | $3,710 | $8,285-55.2% | $6,101-39.2% | $11,596-68.0% |