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 | $52,592 | $99,020-46.9% | $86,590-39.3% | $147,584-64.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 6.40% | 1312.34%-1305.9pp | 964.84%-958.4pp | 578.55%-572.2pp |
| Employer contribution / active EE | $3,734 | $3,132+19.2% | $2,839+31.5% | $4,876-23.4% |
| Participant deferral / active EE | $4,049 | $3,972+1.9% | $3,609+12.2% | $5,439-25.6% |
| Admin fee / account holder | $154,506 | $5,710+2605.7% | $4,906+3049.6% | $10,885+1319.4% |