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 | $49,662 | $99,877-50.3% | $84,966-41.6% | $145,922-66.0% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 2.66% | 83.76%-81.1pp | 66.38%-63.7pp | 561.29%-558.6pp |
| Employer contribution / active EE | $12,243 | $3,231+278.9% | $2,727+348.9% | $4,660+162.7% |
| Participant deferral / active EE | $6,575 | $5,291+24.3% | $4,519+45.5% | $6,688-1.7% |
| Admin fee / account holder | $8,814 | $7,248+21.6% | $6,149+43.4% | $13,397-34.2% |