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 | $55,425 | $53,516+3.6% | $126,539-56.2% | $84,808-34.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 10.70% | 58.34%-47.6pp | 425.95%-415.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $6,756 | $1,535+340.2% | $3,674+83.9% | $2,631+156.8% |
| Participant deferral / active EE | $4,865 | $2,671+82.2% | $4,083+19.2% | $4,212+15.5% |
| Admin fee / account holder | $656 | $4,497-85.4% | $6,065-89.2% | $7,344-91.1% |