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 | $63,664 | $74,888-15.0% | $71,209-10.6% | $142,382-55.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.21% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,021 | $2,854+5.8% | $2,721+11.0% | $4,299-29.7% |
| Participant deferral / active EE | $3,297 | $4,454-26.0% | $4,175-21.0% | $6,507-49.3% |
| Admin fee / account holder | $4,627 | $5,568-16.9% | $5,349-13.5% | $12,624-63.4% |