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 | $79,256 | $118,849-33.3% | $96,562-17.9% | $167,490-52.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 3.81% | 50.49%-46.7pp | 37.78%-34.0pp | 478.56%-474.7pp |
| Employer contribution / active EE | $2,640 | $3,120-15.4% | $2,356+12.0% | $4,837-45.4% |
| Participant deferral / active EE | $4,437 | $4,616-3.9% | $3,849+15.3% | $6,341-30.0% |
| Admin fee / account holder | $3,064 | $8,065-62.0% | $6,181-50.4% | $12,309-75.1% |