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 | $28,424 | $99,020-71.3% | $86,590-67.2% | $147,584-80.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.30% | 1312.34%-1307.0pp | 964.84%-959.5pp | 578.55%-573.3pp |
| Employer contribution / active EE | $6,052 | $3,132+93.2% | $2,839+113.2% | $4,876+24.1% |
| Participant deferral / active EE | $6,871 | $3,972+73.0% | $3,609+90.4% | $5,439+26.3% |
| Admin fee / account holder | $26,539 | $5,710+364.8% | $4,906+441.0% | $10,885+143.8% |