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 | $31,800 | $159,901-80.1% | $146,958-78.4% | $145,922-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,746 | $5,286-29.1% | $4,933-24.1% | $4,660-19.6% |
| Participant deferral / active EE | $7,909 | $8,428-6.2% | $8,070-2.0% | $6,688+18.3% |
| Admin fee / account holder | $2,376 | $15,044-84.2% | $12,998-81.7% | $13,397-82.3% |