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 | $62,550 | $137,414-54.5% | $189,513-67.0% | $85,850-27.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.74% | 38.14%-27.4pp | 555.15%-544.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,877 | $4,344-56.8% | $6,162-69.5% | $2,565-26.8% |
| Participant deferral / active EE | $3,034 | $6,260-51.5% | $8,221-63.1% | $3,952-23.2% |
| Admin fee / account holder | $2,597 | $8,630-69.9% | $12,045-78.4% | $6,260-58.5% |