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 | $21,570 | $99,020-78.2% | $86,590-75.1% | $147,584-85.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.78% | 1312.34%-1304.6pp | 964.84%-957.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,983 | $3,132-4.8% | $2,839+5.1% | $4,876-38.8% |
| Participant deferral / active EE | $5,597 | $3,972+40.9% | $3,609+55.1% | $5,439+2.9% |
| Admin fee / account holder | $2,048 | $5,710-64.1% | $4,906-58.2% | $10,885-81.2% |