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 | $56,207 | $30,400+84.9% | $53,898+4.3% | $84,808-33.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 12.60% | 500.19%-487.6pp | 528.60%-516.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,083 | $603+79.7% | $932+16.2% | $2,631-58.8% |
| Participant deferral / active EE | $3,828 | $1,199+219.4% | $1,826+109.6% | $4,212-9.1% |
| Admin fee / account holder | $832 | $1,993-58.3% | $2,491-66.6% | $7,344-88.7% |