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 | $66,622 | $112,096-40.6% | $95,952-30.6% | $158,922-58.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.54% | 171.09%-168.6pp | 91.61%-89.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,574 | $3,198-19.5% | $2,541+1.3% | $4,761-45.9% |
| Participant deferral / active EE | $4,949 | $4,784+3.5% | $4,167+18.8% | $5,982-17.3% |
| Admin fee / account holder | $27,800 | $10,130+174.4% | $6,795+309.1% | $11,246+147.2% |