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 8-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 | $29,558 | $74,888-60.5% | $71,209-58.5% | $142,382-79.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.67% | 345.14%-333.5pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,382 | $2,854-16.5% | $2,721-12.5% | $4,299-44.6% |
| Participant deferral / active EE | $3,313 | $4,454-25.6% | $4,175-20.7% | $6,507-49.1% |
| Admin fee / account holder | $16,733 | $5,568+200.5% | $5,349+212.8% | $12,624+32.6% |