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 | $57,374 | $70,756-18.9% | $65,493-12.4% | $142,382-59.7% |
| Participation rate | 94.4% | 77.4%+17.1pp | 73.1%+21.4pp | 80.1%+14.3pp |
| Annual return | 9.41% | 1754.89%-1745.5pp | 982.45%-973.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $4,471 | $2,881+55.2% | $2,574+73.7% | $4,299+4.0% |
| Participant deferral / active EE | $2,289 | $4,637-50.6% | $3,961-42.2% | $6,507-64.8% |
| Admin fee / account holder | $85,099 | $6,559+1197.4% | $5,028+1592.4% | $12,624+574.1% |