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 | $43,646 | $158,398-72.4% | $126,539-65.5% | $142,382-69.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 3.03% | 593.76%-590.7pp | 425.95%-422.9pp | 217.08%-214.0pp |
| Employer contribution / active EE | $8,323 | $4,650+79.0% | $3,674+126.5% | $4,299+93.6% |
| Participant deferral / active EE | $15,925 | $4,767+234.1% | $4,083+290.1% | $6,507+144.7% |
| Admin fee / account holder | $206,632 | $6,918+2886.9% | $6,065+3307.2% | $12,624+1536.9% |