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 | $62,519 | $177,572-64.8% | $154,803-59.6% | $142,382-56.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.44% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $30,000 | $4,810+523.6% | $4,305+596.8% | $4,299+597.8% |
| Participant deferral / active EE | $19,736 | $6,272+214.7% | $5,540+256.2% | $6,507+203.3% |
| Admin fee / account holder | $1,460,135 | $16,786+8598.6% | $14,329+10090.0% | $12,624+11466.6% |