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 | $72,962 | $88,751-17.8% | $81,812-10.8% | $145,922-50.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 9.49% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,986 | $3,083+29.3% | $2,912+36.9% | $4,660-14.5% |
| Participant deferral / active EE | $5,984 | $4,643+28.9% | $4,319+38.6% | $6,688-10.5% |
| Admin fee / account holder | $2,925 | $8,415-65.2% | $7,386-60.4% | $13,397-78.2% |