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 | $49,235 | $105,181-53.2% | $159,436-69.1% | $85,850-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.63% | 45.07%-34.4pp | 263.57%-252.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $673 | $3,318-79.7% | $4,829-86.1% | $2,565-73.8% |
| Participant deferral / active EE | $2,690 | $5,945-54.7% | $7,352-63.4% | $3,952-31.9% |
| Admin fee / account holder | $1,116 | $6,933-83.9% | $10,799-89.7% | $6,260-82.2% |