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 | $23,539 | $74,888-68.6% | $71,209-66.9% | $142,382-83.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 3.89% | 345.14%-341.2pp | 282.51%-278.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $3,454 | $2,854+21.0% | $2,721+26.9% | $4,299-19.7% |
| Participant deferral / active EE | $7,161 | $4,454+60.8% | $4,175+71.5% | $6,507+10.1% |
| Admin fee / account holder | $108,776 | $5,568+1853.5% | $5,349+1933.7% | $12,624+761.7% |