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 | $52,809 | $102,966-48.7% | $90,281-41.5% | $152,861-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.46% | 95.16%-92.7pp | 78.10%-75.6pp | 345.32%-342.9pp |
| Employer contribution / active EE | $6,698 | $3,139+113.4% | $2,854+134.7% | $4,762+40.7% |
| Participant deferral / active EE | $12,478 | $4,281+191.4% | $3,885+221.1% | $5,850+113.3% |
| Admin fee / account holder | $4,364 | $6,171-29.3% | $5,351-18.5% | $11,596-62.4% |