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 | $52,985 | $88,751-40.3% | $81,812-35.2% | $145,922-63.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 9.00% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,780 | $3,083+119.9% | $2,912+132.8% | $4,660+45.5% |
| Participant deferral / active EE | $966 | $4,643-79.2% | $4,319-77.6% | $6,688-85.6% |
| Admin fee / account holder | $2,907 | $8,415-65.5% | $7,386-60.6% | $13,397-78.3% |