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 | $64,656 | $107,934-40.1% | $91,989-29.7% | $152,861-57.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 12.03% | 89.24%-77.2pp | 69.02%-57.0pp | 345.32%-333.3pp |
| Employer contribution / active EE | $2,080 | $4,210-50.6% | $3,452-39.7% | $4,762-56.3% |
| Participant deferral / active EE | $2,952 | $6,364-53.6% | $5,923-50.2% | $5,850-49.5% |
| Admin fee / account holder | $2,785 | $10,520-73.5% | $7,743-64.0% | $11,596-76.0% |