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 6-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 | $54,654 | $115,770-52.8% | $101,248-46.0% | $158,922-65.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 5.33% | 56.14%-50.8pp | 46.47%-41.1pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,557 | $4,175-38.7% | $3,660-30.1% | $4,761-46.3% |
| Participant deferral / active EE | $4,479 | $4,957-9.7% | $4,370+2.5% | $5,982-25.1% |
| Admin fee / account holder | $60,063 | $7,245+729.0% | $5,945+910.2% | $11,246+434.1% |