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 | $54,472 | $185,822-70.7% | $169,993-68.0% | $139,434-60.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.87% | 60.50%-54.6pp | 53.37%-47.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,820 | $7,590-62.8% | $6,785-58.4% | $4,751-40.6% |
| Participant deferral / active EE | $6,938 | $11,622-40.3% | $10,408-33.3% | $6,710+3.4% |
| Admin fee / account holder | $50,888 | $15,381+230.9% | $12,815+297.1% | $11,403+346.3% |