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 | $31,541 | $202,318-84.4% | $172,739-81.7% | $152,861-79.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.88% | 1029.65%-1018.8pp | 802.84%-792.0pp | 345.32%-334.4pp |
| Employer contribution / active EE | $2,987 | $5,856-49.0% | $5,143-41.9% | $4,762-37.3% |
| Participant deferral / active EE | $3,146 | $5,948-47.1% | $5,198-39.5% | $5,850-46.2% |
| Admin fee / account holder | $14,359 | $17,109-16.1% | $13,954+2.9% | $11,596+23.8% |