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 | $56,839 | $102,317-44.4% | $146,958-61.3% | $80,856-29.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.33% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,937 | $3,713+6.0% | $4,933-20.2% | $2,755+42.9% |
| Participant deferral / active EE | $5,344 | $6,644-19.6% | $8,070-33.8% | $4,296+24.4% |
| Admin fee / account holder | $1,081 | $7,941-86.4% | $12,998-91.7% | $6,918-84.4% |