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 | $66,960 | $137,414-51.3% | $189,513-64.7% | $85,850-22.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.65% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,409 | $4,344-67.6% | $6,162-77.1% | $2,565-45.1% |
| Participant deferral / active EE | $3,217 | $6,260-48.6% | $8,221-60.9% | $3,952-18.6% |
| Admin fee / account holder | $4,480 | $8,630-48.1% | $12,045-62.8% | $6,260-28.4% |