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 | $56,015 | $91,538-38.8% | $129,995-56.9% | $75,163-25.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.58% | -631.11%+640.7pp | -137.18%+146.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,431 | $2,845-14.5% | $4,320-43.7% | $2,670-8.9% |
| Participant deferral / active EE | $3,515 | $4,341-19.0% | $5,820-39.6% | $4,125-14.8% |
| Admin fee / account holder | $2,912 | $6,790-57.1% | $10,614-72.6% | $5,651-48.5% |