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 | $47,757 | $57,281-16.6% | $86,612-44.9% | $75,163-36.5% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 10.04% | 2670.75%-2660.7pp | 591.07%-581.0pp | 160.62%-150.6pp |
| Employer contribution / active EE | $3,777 | $2,314+63.2% | $3,022+25.0% | $2,670+41.5% |
| Participant deferral / active EE | $2,586 | $3,318-22.1% | $4,438-41.7% | $4,125-37.3% |
| Admin fee / account holder | $16,880 | $4,112+310.5% | $5,614+200.7% | $5,651+198.7% |