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 | $44,205 | $159,901-72.4% | $146,958-69.9% | $145,922-69.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 5.96% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $4,718 | $5,286-10.8% | $4,933-4.4% | $4,660+1.2% |
| Participant deferral / active EE | $10,101 | $8,428+19.9% | $8,070+25.2% | $6,688+51.0% |
| Admin fee / account holder | $98,262 | $15,044+553.2% | $12,998+656.0% | $13,397+633.5% |